Our Clients
EARLY EARNER
Mid-20s, single with no dependents, various levels of debt. Starts of savings and retirement. Current income provides for lifestyle and future goals.
Goals: Pay off existing debts, start investment planning, and protection of earning power so you can pursue your passions fearlessly.
WORKING PROFESSIONAL
Mid-30s, potential spouse and dependents with an average debt comprised of home, car, and credit cards. Their income is for their current and/or future dependents and real estate, as well as growth in both career and assets.
Goals: Career advancement, college planning, and protection of earning power.
MID-LIFER
Mid-50s, married with older children, relatively low or no debt. Their income is earmarked for their current lifestyle, college payments, aid to retired family members, expansion of assets.
Goals: Conclusion of college payments, providing for immediate and extended family, expansion of estate, realization of long-term career goals and protection of earning power.
OLDER ADULT
Early 60s, little debt. Children are no longer dependents. Income helps to build their ideal retirement and set up safeguards for their future fixed income.
Goals: Organizing all aspects of finances and estate to prepare for future retirement phase of life.
RETIRED
Early 70s, no dependents, hopefully no debt. Income is for livelihood, to pursue passion, and take care of their health.
Goals: To have whatever they desire – because they deserve it!