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We specialize in working with affluent couples who are considering retirement or are fully retired. Our goal is to help them achieve and retain their lifestyle of choice in retirement. While many of our clients are located in northern New Jersey, we have clients located throughout the east coast. The families and individuals we work with typically have incomes over $150,000 and investment assets over $1,000,000.
We prefer to work with couples. We add value to your relationship by helping both of you know where you stand and have common financial goals. Whether the topic is debt, bills, savings or investing, we coordinate and organize the discussion to help couples succeed together. Couples often have different approaches to money. Our role is to listen, explain and work with both of you in order to determine and achieve common financial goals and objectives.
Our clients are looking to delegate responsibility to an experienced advisor. While most of our clients have college or advanced degrees, they recognize the value of delegating financial responsibility to an experience advisor, who can clearly explain their choices and concerns. You would be hiring us as your financial expert whose judgment and effort supports your financial lives, and to become a defender for your family’s financial interests. A good personality fit and strong working relationship are essential to success.
Our clients are typically conservative investors. With our strong expertise in income focused investing, we prefer a conservative approach but hope you recognize that some risks must be taken in order to meet your goals. Our strategy is to build a total portfolio that meets your income and inflation protection needs while minimizing risk and overall portfolio volatility. We do not leave your investments on auto-pilot and we are available to consult with you on a regular basis. Your investments will receive hands-on, experienced supervision.
Our clients expect dependable and timely service. We respect that our clients are busy people and will deliver our services to you in a dependable and timely manner. In addition, we always simplify and prepare financial paperwork for your review. We like to work and actively coordinate with your accountant and/or attorney, to ensure that your overall goals are their primary focus. We strive to keep you fully informed and in control of your financial destiny.
Our clients are financially successful. We work with families or individuals who typically have incomes over $150,000 and investment assets over $1,000,000. Our largest clients have well over $10 million in total assets.
Bottom line, we become your family’s financial advocate and help you and your family achieve lifetime financial security. |
