- Why Choose Us
Are We A Good Fit?
We have been fortunate to be able to serve as financial advisors to a core group of clients for many years. Although each family and individual is unique, they typically share a few characteristics.
- Most clients are either retired or within 10 years of retirement.
- Most clients are long-term planners who avoid high-risk short-term investing
- Most clients have already achieved a great deal of success and are committed to sticking with a well-thought-out plan for the rest of their lives.
All of our clients appreciate having a responsive advisor who returns communications promptly and efficiently.
If this sounds like you, we might be a good fit for working together. Give us a call at 719-638-3451 and we can schedule a time to discuss your plans.
