Our Clients

PROFILES OF OUR IDEAL CLIENTS


We serve a select number of diverse clientele including:

Retirees: Provide solutions for secure, dependable lifetime income with inflation protection; 

Pre-Retirees: Develop programs to consistently build assets and identifying tax saving opportunities;

Business Owners: Optimize personal benefit from business, help assure lucrative disposition or succession;

Executives: Diversify exposure to employer stock, optimize corporate benefits;
 
Women Decision-Makers: Develop plan to help achieve financial independence & protect against loss; 

Wealthy: Protect against tax erosion and market loss, meet legacy and philanthropic goals; 

Sudden Affluent: Help assure secure lifetime current income and preservation;

Professionals: Protect assets against erosion from income & estate taxes, liability potential and market loss;

Risk Adverse: Provide solutions to achieve investment growth with protection against market loss;