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FAQS

The Answers You Need

DO YOU HAVE AN ACCOUNT MINIMUM?

Yes, $1,000,000. Over time, we have found that our level of expertise, high-touch client service, and solutions provided are best utilized by clients at or above this asset level. We will waive our minimum when working with family members of existing clients, and on a case-by-case basis for new clients that we feel may receive great value from our work.

WHO IS YOUR TYPICAL CLIENT?

Our services have been tailored specifically for those approaching retirement or those who are currently retired. We find
great satisfaction in helping clients transition into retirement, enhance their current retirement lifestyle, and maximize
their financial impact on loved ones or charitable causes.


We also specialize in working with attorneys. We have ample experience working with attorneys’ unique compensation and
partnership structures, demanding schedules, and complex financial situations.

WHAT HAPPENS IF I MOVE OUT OF THE AREA?

Great question! We currently work with clients all around the country, and we do so very effectively. We have leading
financial technology that helps us to collaborate with you, real time, no matter where you are.

WHAT IS A “FIDUCIARY” AND WHY IS IT IMPORTANT?

A Fiduciary is a person who must act in the best interest of another party (i.e. their clients). In our opinion, it is critical to
work with an advisor on a fiduciary basis so you can rest assured that you are receiving truly objective advice. Why would
you trust your money with anyone not held to the industry’s highest standard?

WHY SHOULD I WORK WITH AN INDEPENDENT FIRM INSTEAD OF A BIG BRAND NAME FIRM?

With universal access to information and research, the playing field has been leveled between the once-advantaged big name firms and independents. Independent firms may now have a competitive edge due to their flexibility and autonomy.


Independents have complete freedom to choose what investments and strategies best meet their clients’ needs and can
focus on in-depth, personalized client service rather than new client quotas. As an independent firm, we focus on the
quality of our relationships, not the quantity.