Clientele
Clientele
Frequently, we are asked: “Whom do you work with?”
Our response: “A lot of really nice people.”
Having been in this business for over 25 years, we have learned that the clients we truly enjoy working with are those who value our services and those with whom we build lasting, trusting relationships. This is what makes our jobs so rewarding.
Over the years, our clientele has evolved to the point where they have one or more of the following needs or attributes:
- Successful individuals with large investment portfolios that are looking for risk-management and/or tax management solutions.
- Business owners looking to diversify excess income out of their business on a tax efficient basis or are interested in management succession alternatives and income protection solutions.
- Highly-paid executives with a significant asset base or low-basis stock and stock options.
- Successful people who have secured their SafeBase® and are looking to protect their wealth for their heirs.
- People approaching retirement who are looking first to quantify their retirement needs and then for rational ways to invest their capital.
The one thing all of our clients have in common is that they are nice, caring people who want to do what is right for themselves, their families and for society.
