Our Client Profile

Our clients include successful individuals and their families who are typically three to five years away from retirement or who may already be enjoying their retirement. Although each client is different, with their own unique goals and concerns, there are some common traits, including:

They understand the importance of investing. We want to work with those who have made it a point to save their money and understand the value of long-term financial goals and want to work with us to stay on track. Our clients have achievable goals, are willing to live within their means, and are good stewards of their wealth.

They want someone to help manage your financial life. We partner with successful individuals who are open and receptive to following our advice and recommendations. We take the time to educate our clients and approach our relationship as a partnership in which we are both actively engaged. At the same time, we want our clients to be able to spend less time on their finances and more time doing what they truly enjoy.

They understand that there are no shortcuts to any place worth going. Our clients have a plan where all their investments work in harmony. So regardless of events in the market, the economy, or the world, our clients can feel confident that they are effectively pursuing their long-term financial goals.

They are looking for a trusted relationship with a financial professional. Our clients have sought out a trusted professional to help them pursue their financial goals, not a salesperson who only wants to sell them the next hot product.

They are genuinely nice. Our clients are some of the nicest people we know. Our clients come from many walks of life and professions. Since we make a point to build a relationship with our clients as individuals, we want to work with nice people who can truly benefit from our wisdom and experience.

If this is you, we should talk!

Please contact us to set up a complimentary, one-hour initial meeting at
(509) 892-9368, (800) 727-9143, or [email protected].
We will send you the Clear Future Introduction Packet to prepare for our first meeting.