Client Profile

While we are willing to serve a wide range of clients, as long as we are confident in our ability to deliver outstanding value to them, our ideal clients:

  • Are interested in maximizing the benefit they extract from their financial resources.
  • Are risk-averse – they’d prefer to avoid unnecessary risk.
  • Have accumulated savings and investment assets of at least $100,000.
  • Work or have worked for the federal government, or have a spouse who has.
  • Are within 10 years of retirement or are retired.
  • Plan to rely on savings and investments for at least part of their retirement income.
  • Are comfortable using the internet and communicating via email, telephone and/or fax
  • Prefer to pay lower costs that they can see than higher costs that they can’t.
  • Are willing to place their trust in an advisor who deserves it.
  • Would rather know where they stand financially than guess.

We may not offer the right solution for everyone, but for our ideal clients, we believe that we offer the best solution available anywhere. If you’re interested in learning more, we encourage you to take the next step.