What type of clients do you work with?
Our firm is designed to accommodate Triple A clients – Assets, Attitude and Advocacy.
Assets – Having the assets that our strategies will accomplish your goals and entrusting us with those assets in our holistic financial plan.
Attitude – While financial planning can be mundane, having fun, laughing with a positive attitude creating a friendship along with a long-term relationship
Advocacy – Our clients are advocates, not only for us, but more importantly, they are advocates for the people who are important to them. Their family, friends, community, and colleagues. If they see that someone is facing a difficult financial question or decision, they go out of their way to introduce us, so that we can act as a sounding board for them. We currently participate in community events and will continue to be part of events our clients are passionate about.