New clients come to us in many seasons of life. They may be preparing for retirement or are already retired. Others might have recently experienced a major life event, such as a change in employment, marital status, or the loss of a life partner. Others want to help their children or grandchildren with college expenses. Sometimes they just want a second opinion on their financial health to make sure they are doing the best they can to achieve their goals.
You become an ambassador when a friend or family member has an initial consultation with our firm.