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- 50s & 60s– 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.
People in their 30s & 40s– This can be a busy and challenging time of life. Our most successful clients in this age group are those who carve out time to meet with us for financial planning and commit to executing the plan. We work with new clients in this stage of life who have at least $100,000 in assets to invest with us.
Contact us to learn more about our financial planning process and the value we can bring to your financial future!