IDEAL CLIENT PROFILE

Due to the very special way we work with people, we are only able to work with a select group of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve outlined our client profile below.

We specialize in working with a person who:
 
  • Is a San Diego County retiree, pre-retiree, widow or independent woman – who embraces deep personal relationships, traditional values and common sense planning
 
  • Wants to make smart choices about money – before, during and after a major life transition – such as the death of a spouse, divorce, career change, retirement or receiving an inheritance
 
  • Has a positive attitude about life, looks for the best in people, and has a strong desire to grow spiritually, personally or professionally
 
  • Wants to implement a written financial strategy in order to achieve important goals in life
 
  • Is a financial “delegator” – who wants to outsource their financial planning, investment management, insurance planning, tax planning and estate planning to trusted professional experts – and follow their advice
 
  • Takes action based on disciplined financial planning principles instead of reacting to financial propaganda, conflicting opinions and events outside of their control
 
  • Has savings and investment assets exceeding $500,000
 
If you feel you match this profile, we invite you to inquire about a no-cost, no-obligation initial meeting to explore the potential benefits of working together. We can be reached Monday through Friday from 9:00 am to 4:00 pm at (760) 788-5953. We look forward to talking with you.