Facts About Who We Serve Personally
We typically serve
- Retirees
- Pre-Retirees (those within two years of retirement)
- High-Net Worth Divorced Women
- Business owners that have been in business for at least three years
- Corporate executives (CPAs and Attorneys)
Facts About the Retirement Plans We Serve
We typically serve
- Car Dealerships
- CPA Practices
- Medical Offices
By the Numbers
Average Client Age
$
0
M
Brokerage Assets
$
0
M
Advisory Assets
$
0
M
Business Retirement Plans AUM
$
0
M
Average Client Net Worth
$
0
M
Average 401(k) Plan Size