Our "ideal client" will...

• Be a financial delegator; someone who listens to, respects and looks to another for guidance.
• Be receptive to professional relationships and understand that a financial relationship is about quality of life and not the latest and greatest mutual fund.
• Be serious about personal financial success.
• Have important financial goals.
• Care for family, community, or someone or something other than self and money.
• Have investable assets of $250,000+.
• Have a net worth of $500,000+