Who Are Your Clients?

Busy people who want to simplify their lives.  They realize that planning for their financial future is essential. They cannot count on company pensions or government promises to be the centerpieces of their retirement planning.  They value good advice and do no wish to devote the time and energy required to become proficient in the various aspects of financial planning. They would rather devote their time to their families and other enjoyments that life offers.   Most are successful professionals who realize that information readily available in the media will not give them the wisdom to properly plan their financial future.