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Our typical client is usually planning for a transition in life such as retirement, divorce, widowhood, or receiving an inheritance. While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving they have accumulated a nest egg of at least $750,000.
Our clients understand that their financial security is too important to be doing it all themselves and they value having personal advice to help make the best decisions about their money.
Most of all, our clients are nice, open-minded people, that are looking for a trusted partner in their financial life.
If this sounds like you, please continue to request your complementary review by clicking the link below.
If you don’t have $750,000 yet but still need financial advice we encourage you to check out www.letsmakeaplan.org or www.xyplanningnetwork.com to find another professional or feel free to call or email us for a referral to a local advisor.