There are many different approaches to providing financial advice. It’s important to evaluate how your values and needs match with your advisor.
Below is a breakdown of how we work with clients in different situations and life stages:
People in Pre-retirement– There can be uneasiness during this time as you seek to answer a lot of the “am I on track” and “have I thought about that” questions. We have found that clients see great value in having a partner to guide them during this time. We work with new clients in this age range with at least $250,000 to invest with us.
Retirees and their Families– Early in retirement, especially can be a big adjustment. The adjustment applies not only to your income but to a major change in lifestyle. Our approach seeks to address both. We work with new clients in this age range with at least $500,000 to invest with us.
Women Investors– Our office is sensitive to the needs of women investors, especially those in a life transition such as being widowed or divorced.
Contact us to learn more about our financial planning process and the value we can bring to your financial future!
