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What do our clients have in common? 

Knowing what your Advisor specializes in is essential to building a long-term relationship. 

One way to better understand whether you are working with the right Advisor is to take a look at who their clients are. 

•    You are a successful professional, executive or entrepreneur/business owner.
•    You are within ten years of retirement or at the verge of retiring.
•    You have received a severance or buyout package
•    You have sold your business or are considering an exit strategy.
•    You are wondering about life after work and how sustainable your lifestyle is.
•    You have investments and savings of at least $1 million.
•    You are prepared to experience a very different type or retirement planning.
•    You want to develop a long term partnership with a trusted Advisor who is looking out for you and your family.
•    You are looking to simplify, consolidate your affairs so you can spend time on the important things in life
•    You want to delegate the day-to-day management of your portfolios so you can focus on life’s more meaningful events.