Retirees interested in maintaining a high quality of life during retirement and planning for their family legacy

Individuals and couples who are going through periods of transition including retirement, loss of a spouse, career change, divorce or inheritance

Philanthropist who needs help developing a charitable gifting strategy to complement their investment strategy 

Young families that are interested in laying the foundation for their financial future with sound financial decisions

Have a strong faith in God

Needs help passing on their assets to the next generation

Take pleasure in helping others through an organization (church, charity, volunteering, etc.)

Enjoy pursuing personal interests and spending time with family and friends

Have no desire to manage their investment savings themselves

Understand the benefits of receiving outside help, and willing to pay for professional advice

Want more time to spend doing the things they truly enjoy doing