The Right Fit

 

 

 

 

 

 

 

 

 

THE RIGHT FIT CLIENT

  • Is open to the planning process

  • Desires advice from an Independent Financial Advocate

  • Has an attitude of gratitude

  • $500,000 of investable assets

  • Is close to or has reached retirement

  • Respectful of the entire team

  • Interested in tax reduction strategies