Who Works with Us

We would refer to this as our “Ideal Client,” but it is important as you are considering whether we are a good fit for you.

1. No minimum investable assets – we do our most creative planning for those between $500,000 – $10,000,000; we counsel successfully those with a net worth above $10 million because of our estate planning experience and relationship with Kardia Midwest Family Wealth Counseling.

2. Want a holistic life planning approach (i.e. have goals in addition to accumulating wealth).

3. Takes our advice, but where there is effective two-way communication.

4. Have charitable intentions and want to “Make a Difference.”

5. Desire customized investment solutions with the resources they have been entrusted.

6. Serious about getting their estate in order, so as not to leave chaos and confusion as part of their legacy.

7. Work with an advisor they can trust because their goals are honored and their interests come first. Someone who cares more about them than their money.