Our Ideal Client | Custom Financial Design

    We work with clients in a variety of financial and life situations who are friendly, caring, and intelligent. Most are concerned and thinking about retirement, are nearing retirement, or have already entered retirement. Our clients include engineers, executives, business owners, teachers, physicians, and generally people from all walks of life. We have a strong desire to work with people whose values about money are similar to ours. More specifically, our ideal clients are:

    People who are looking for a long-lasting relationship with a trusted financial professional. Our clients have sought out a trusted professional to help them pursue their financial goals, not a salesperson who simply wants to sell them the next hot product.

    People who understand the seriousness of making smart decisions about their money and who trust us to create and implement a plan that will help them to do so. Our clients recognize that consolidating all of their investable assets with us makes our work together much more effective, allowing them to spend more time living their lives to the fullest and less time worrying about money.

    People who understand that there are no shortcuts to any place worth going. Our clients have a plan where all of their investments work in harmony. Regardless of the events in the market, the economy, or the world, our clients can feel confident that they are effectively pursuing their long-term financial goals.

    People who are genuinely nice. Our clients are some of the nicest people we know, and we sincerely enjoy spending time with them.

    People who are eager to introduce our practice to others. Our clients realize that their relationship with us gives them confidence about their current and future financial situation, so they are comfortable referring our practice to others they care about. Most of our clients come to us through referrals, which is one of the highest compliments we receive.