Does This Sound Like You?

Most of our clients were not beginning investors when they decided to partner with us. They came to us from some other firm, or advisor, for a number of different reasons. Some of those reasons are life related; like a change of career, loss of a spouse, or preparing to retire. Some of those reasons are advisor related; like failing to communicate regularly, advisor incompetence or rising commissions structure. Whatever the reason, we'd like to know what has prompted you to consider working alongside of us for your financial planning, tax preparation or investment management needs. Please complete the questionnaire below, to help determine if working with us is the right fit for you.

Complete Our Questionnaire To Discover If Working With Us Is Right For You

Although we feel we can help anyone with financial planning, investment management, or tax preparation services, we've put together a list of current client examples:


  • Client Just Lost or Changed Jobs
  • Widows or Widowers Who Need Help Re-adjusting to Financial Independence
  • Investor Who Feels More Inclined to Use Individual Securities for Investments
  • Client of Another Advisor, Who Wants to Work With a CFP Board Certified Financial Planner
  • Client of a Commission Based Advisor, Who Wants to Work With a Competent Fee-Only Advisor
  • Entrepreneur or Business Owner Looking For Help With Self-Employed Financial Planning or Investment Management
  • Individual or Business Looking For Income Tax Return Preparation or Assistance
  • Individual Approaching Retirement
  • Personal Inheritance Recently Received