Providers

We've done this for quite a while and we are clear that a significant portion of our client base have a lot in common. The people who most enjoy working with us can be described as having many if not all of the following traits:

• Over the age of 40
• Feels financially responsible for love ones and family members 
• Lived in the same house for 10 or more years
• Strong family values
• Desires to be visible and active in the local community
• Active participants in Company Retirement Plan
• Perceives themselves as having multiple financial planning situations