Are we a good fit for you?

We expect to relate to our clients on several levels, which helps foster a respectful, beneficial and enjoyable relationship for all parties.

 

Affluent

• Are you open to taking advice?
• Are you open to change?
• Do you feel like you’re paying too much in income taxes?
• Do you feel like you need a plan for your future?
• Do you want to plan for the next generation?
• Are you a business owner, farmer, widow, executive/professional, or entrepreneur?
• Are you worried about protecting your estate from erosion?
• Are you worried your loved ones will not be protected when you’re gone?
• Are you charitable?
• Do you have $300,000-$400,000 or more in investable assets?
• Is your net worth 1,000,000+?
• Are you receptive to advisors collaborating as a team for your benefit?

Emerging Affluent

• Are you open to taking advice?
• Are you open to change?
• Do you feel you’re paying too much in income taxes?
• Do you want a plan to be financially independent?
• Do you want to plan for the next generation?
• Are you a young professional, business owner or entrepreneur?
• Are you charitable?
• Do you have $200,000 or more in investable assets?
• Is your net worth $250,000+?
• Are you receptive to advisors collaborating as a team for your benefit?

How can we help you with your financial goals?

Call Us | 605.271.6627