Our clientele is quite diverse. Having said that, all of our clients have the following characteristics in common: They are all successful individuals; Typically, they already have very competent personnel in terms of technical and academic abilities;
Once our clients start working with us, we are able to fully identify coordination gaps with their existing financial planning and opportunities to improve upon their planning, thereby, turning their financial planning into a cohesive set of Wealth Management Strategies. Working with our team in the role of coordinator, advocate and facilitator allows our clients to close any coordination gaps that exist and to take advantage of financial planning opportunities relevant to their unique set of circumstances. Our analysis and work have saved our clients a substantial amount of money. The resources that are saved accrete to the Family Independence for generations to come. (actual results will depend on your situation and the nature of our engagement).