Who We Serve
Each of our client relationships is spectacularly unique. Whether you are a professional, a retiree, a business owner, or other, we can provide you with an actionable plan and high-level service to help you achieve your personal and financial goals.
Who Do We Work With?
We are looking for excellent individuals who can benefit from our expertise. We have only three criteria for those that want to work with us:
1
2
3
1
You probably have at least $1MM or more in retirement and investment assets (real estate not included).*
2
You are a good person. Yes, this is an uncommon criterion, but we LOVE what we do, and our goal is to keep it this way.
3
You are looking for a TRUSTED financial professional to delegate both your financial planning and investment management responsibilities.
A Few Examples
Professionals
Patrick and Amy are both working professionals in the San Diego region. One works at Qualcomm, and the other works at a biotech start-up. They are concerned about retirement planning, college costs, and purchasing an investment property.
View Case StudyCurrent & Future Retirees
Joseph and Nancy are less than two years from retirement and want to know how to best position themselves for success. Their big questions are, “Should we downsize our home? When should we file for Social Security? Will our funds be enough for a long retirement?”
View Case StudyBusiness Owners
Mike is a business owner that employs ten individuals. He started his business 15 years ago and would like to think about his succession plan. His primary goal is to create an exit strategy where he can successfully sell the firm to his daughter while financially benefiting both individuals.
View Case StudyVIRTUAL FINANCIAL ADVISOR
Advice, Anywhere
We also serve individuals all over the globe as a virtual financial advisor. No matter where you happen to be, as long as you are connected to the internet and you are ready to make a positive financial change, we can work with you. Reach out to us to begin the process.
*Exceptions can be made regarding the asset minimum, such as savings potential and upcoming capital events. Contact us for more details.