We work best with small business owners, individuals, and couples planning for retirement and financially independent individuals. We understand that each client is unique in his or her individual needs; however, there are certain qualities that fit well with our firm's mission. These are the qualities we look for in our clients:

  • Dedication to their financial development
  • Serious about their financial well-being
  • Would like to free up their time to focus on what really matters in life
  • Realistic with their investment objectives
  • Need our expertise and respect our competence
  • Believe in and embrace our investment philosophy