ARE WE A MATCH?
You Are:
- Over age 50
- A delegator
- A long term investor who will stay the course through the ups and downs of a market cycle
- An individual or couple who has diligently saved at least $1 million and is looking to have it professionally managed
- Focused on long term goals rather than products or performance
- Keenly interested in retirement planning
- Values accountability and is committed to success
- Seeking a long term relationship with a financial advisor
You Are Not:
- A Do-It-Yourself (DIY) Investor
- A market-performance chaser
- A short term trader
- Someone who wants to direct money towards the latest "hot" products
- Seeking a one time financial plan or portfolio analysis