...who have these things in common:
- We are their financial advisors guiding them throughout their financial roadmap.
- Our clients care for their family, community, and someone or something other than themselves. They are nice people and get along well with others. They are generous.
- In order to “not overbook our ship” our clients generally have over $500,000 of investable assets, yet we are more interested in overall fit, and clients are routinely welcomed when meeting our minimum asset level of $200,000 and all of our other guidelines. This helps all clients get the most from our services.
- Our clients understand and agree with our business strategy to spread our time, energy, and talents over a fewer number of clients in order for all clients to receive the greatest possible value from our services.
- Our clients are down-to earth, and it is remarkable the extent that each and every client has a responsible track record of living within their means.
- We get immense professional and personal satisfaction from our client relationships. Our clients are very enjoyable to work with and they are like our family.
- Our clients are financial delegators and have moved away completely from being "do-it-yourselfers." None of our clients expect us to time the markets because we can’t, and no-one can.
- Our clients are goal focused and therefore stay invested at all times. They know that no man or women will ever have the ability to time the market with any accuracy or consistency.