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Who we serve
IDEAL CLIENT PROFILE QUALITIES SOUGHT
A decision maker for a company sponsored retirement plan.
Desire to build happier and healthier lives aligned with their values and their goals.
Seek a long-term relationship with a trusted advisor
Seek to simplify their lives with one-stop wealth management services
Want children and grandchildren to achieve the best educations.
Seek a secure retirement.
Promptly act on advice.
Have a household income of at least $200,000 or a net worth over 2 million
Happy to refer everyone they know.
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