Who We Serve

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Your plan should reflect your personal goals, and our process is designed to do just that. 
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Who do we serve?

As local residents, we recognize that many of our neighbors are nearing or well into their retirement years.  While many of our clients fall into this retirement category, we also serve a variety of small businesses, such as health care professionals, CPAs, and attorneys. 

 

What are our clients interested in?

Our clients are primarily interested in pursuing their goals while taking on the least amount of risk possible.  Principal preservation is often one of the main priorities during the distribution phase of their plan.

Our clients are not interested in cookie-cutter relationships, and neither are we.  Although many of our clients reside in Southport, they have very different ideas and goals regarding their future and how they want to manage their wealth.