Who are our Clients?

Our Clients:

  • Are family oriented
  • Are honorable citizens
  • Are honest and hardworking
  • Are generous and forgiving
  • Value education
  • Actively participate in goal setting
  • Live within their means
  • Tend to be conservative investors
  • Either have home paid off or are working towards it
  • Have realistic expectations of the advisor
  • Are fun to be with