There are no typical clients. Our clients come from all walks of life including professionals, business owners, retirees and others. Age is not a factor. Sometimes we deal with people who have received a large sum of money through selling a home or from an inheritance. We will work with those in the middle of their career, end of their career or someone who has faced a life-changing event.
For each individual we assign an experienced professional to offer the consultation and support appropriate for the situation. Some of the people who benefit from our services include: