Who We Serve

Which Financial Advisor is the Best Fit for Me?

Types of Clients Who Benefit Most

Clients most often come to me when they get serious about planning for retirement. My clients come from a variety of backgrounds. They are the pillars of their families and communities. Regardless of their stage in life, they’ve come to us because they want to practice greater stewardship in order to achieve a secure and fulfilling retirement and to positively impact the people they love and the causes they support. They also tend to share certain characteristics:

• My clients are financial delegators. They choose to hire a financial professional to help with their retirement planning; not because they can’t do it on their own, but because they want to free their time to concentrate on what matters more than money.

• My clients desire a long-term relationship with a trusted CERTIFIED FINANCIAL PLANNER™ professional to help guide them into and through a secure and fulfilling retirement.

• My clients have a purpose beyond themselves. They care deeply about life, their families, their work, their communities, their faith, and the lives of others.

• My clients desire to practice greater stewardship in order to use their wealth to impact the world around them.

• My clients seek to leave a legacy of memories and experiences with their children and grandchildren.

• My clients focus on the long-term results and not short-term investment performance.

• My clients are fun, easy to get along with, and have a positive outlook.

• My clients practice generosity and plan to give substantially to their family, church, and community.

If this sounds like you, I encourage you to contact me to schedule a no-obligation initial consultation to learn if the services we offer would be a good fit for you.

It all starts with a free conversation.

Get started on the path to Retirement Prosperity.

What stage of retirement are you in?