My Ideal Client Profile

I personally do not accept a new client unless I am confident that we can add "real value" to the relationship. Furthermore, they must reasonably match my ideal Client Profile as follows:

• If not yet retired, you are likely 45-65 years of age, and are largely dependent on your accumulated business and/or investment assets to fund your eventual retirement.

• If you are already retired, you recognize the importance of relying on a professional to manage your financial affairs so you can enjoy the rewards of a successful career.

• You are friendly, open-minded, and well-respected member of the community.

• You are willing to honestly and completely discuss your financial circumstances and objectives.

• You are decisive, open-minded, and willing to pay for advice. When provided with good advice, you are prepared to implement it.

• You choose to be a "delegator". Since you realize that you lack sufficient time, interest and/or knowledge to effectively manage your financial affairs, you prefer to rely on a qualified professional you trust, and who understands your needs, to help you make smart decisions with your money.

• As an investor, you are not a speculator or short-term trader. Since you are seeking both reasonable long-term investment performance and capital preservation, you prefer to own proven wealth management programs with reduced downside risk.