Clients I Serve

It's my privilege to work with clients with a wide range of backgrounds and financial objectives. I make it my practice to work only with clients based on personal introduction, and I can say that I think I have the best clients any financial professional could ask for!

Below are some key traits that my clients share. This will help you understand who would benefit best from my professional services. I think the reason I receive so many personal introductions by my clients is because I focus on helping the following types of people.

My clients want professional financial solutions.

This may sound obvious, but my clients seek real help to solve their problems. They want a trusted professional to build a strategy to help accomplish their greatest dreams, from a stable retirement to an optimized inheritance strategy. They are interested in hearing fresh ideas instead of product pitches. My clients know that my goal is to only serve their best interests.

My clients are success-oriented.

Not all of my clients consider themselves financially wealthy. But all of them, from business owners or retirees to law firms, non-profit organizations, or government employees, are focused on achieving that Big Dream and have the trust and discipline to follow a strategy to make it happen. They eschew excuses and pursue solutions. By following their well-thought out strategies, my clients can move confidently into the future.

My clients give.

Whatever their financial means, none of my clients plan to "spend it all." They recognize that their hard work has been blessed, that "you can't take it with you," and they want to leave behind a legacy of generosity. Their financial outcome includes a strategy for responsibly maximizing gifts to family and worthy causes, and seeks optimal lifetime tax efficiency.

My clients are pleasant.

If you spend five minutes with me, you'll realize I'm a people-person: I spend my days with wonderful clients, enjoying warm conversations and implementing strategies that aimed to make them happy. This works because I serve people who are genuinely kind and reciprocate my respect.

My clients are proud to recommend me.

It goes without saying: you should be so satisfied and confident in the work of your trusted professionals that you would eagerly recommend them to your loved ones. My clients are excited to recommend me to family and friends. They trust my work and want the same financial success for the people in their lives. I love making my clients look good to their circle of friends!

If this page describes you or someone you know, I'd love to know you better! What are your Big Dreams? I look forward to a wonderful conversation with you.

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