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Our Clients

Over the past 28 years we have learned to refine our practice to serve those whom we can provide the most value. Just as our clients and potential clients are discriminatory about who they work with, we have the same discerning values about who we can serve.

Your initial meeting, free of charge, will revolve around making certain that we agree on the definition of financial success to ensure we can have a prosperous relationship.

Our ideal clients are:

  • Business owners
  • Financially successful
  • Willing to learn what our 28 years of continuous education and experience has taught us
  • Seeking comprehensive estate and business planning