Finding the Right Fit:
Our Ideal Client
Our clients typically reach a certain level of complexity, financially or otherwise, that bringing in a trusted professional and partner to ease that complexity makes sense. As your Financial Advisor, we believe that your goal of achieving financial independence must be at the core of our philosophy and planning strategy. The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.
Our Legacy clients are individuals and families with what we consider generational wealth; a level of wealth that gives you the rare opportunity to leave a legacy for your family and community. We have found that with that wealth comes various complex needs. We help our Legacy clients with passive income endeavors, private placement asset planning, and unique tax planning strategies, including charitable planning.
As a Legacy client, you will receive an annual financial physical to review your holdings, recap the previous year, and reevaluate your plan. In addition, we will reexamine your financial objectives to ensure we’re on track to achieve your goals. This is our benchmark standard. Additionally, we offer many other client services that set us apart and make us best-in-class wealth advisors.
We also hold specially curated events for our Legacy clients throughout the year which we keep intentionally intimate to give us more time to learn about you and your passions so that we can continue to tailor your experience around your priorities.
Our Framework clients are individuals and families that are retired or nearing retirement and have complex financial needs. Our advisors assist these clients with estate planning, long-term care planning, insurance planning, strategic tax planning, as well as passive income endeavors and business and liquidity planning.
As a Framework client, you will receive our benchmark standard of service in the form of an annual financial physical to review your holdings, recap the previous year, and reevaluate your plan. In addition, we will reexamine your financial objectives to ensure we’re on track to achieve your goals.
We also hold special client events quarterly and a Framework client reception annually to show our appreciation.
In contrast, our Foundation clients are still 10-30 years from retirement and beginning to face financial complexities. Our advisors assist these clients with in-depth financial planning, college planning, and insurance planning.
Along with our benchmark annual financial physical, Foundation clients will be offered semi-annual education events to learn more about managing their wealth and preparing for their future.
Our firm holds an annual event to celebrate our Foundation clients.
Who Are We Most Suited to Serve?
Perhaps our most important revelation over the years and through our experiences is that we cannot be all things to all people and deliver the level of service and commitment that individuals like you, Our Ideal Clients, deserve. In addition to having developed and refined our proprietary process, the Anchor Point FORMula, we have become aware of the clients we are most suited to partner with and serve.
Our Ideal Clients:
- Have confidence to delegate to someone other than themselves to handle their complex wealth management needs
- Value relationships based upon mutual trust in and service to one another
- Respect others’ feelings, and are compassionate in what they do and desire
- Have a sense of humor and perspective, and are easy-going
- Empower us to do our best for them as they fully engage in our process
- Are enlightened about their own paths to financial independence, listening, and remaining open to ideas and experience
- Maintain a sense of purpose in their lives and value the power of intention
- Are authentic, real people who appreciate our staff and our expertise
- Appreciate a focused, rational approach to education and decision-making
Contact Us to Get Started
Start simplifying the complexities of your success. Contact us today to begin the FIT process and learn if our financial planning services are right for you.