All over United States
Clients are often physicians, real estate investors, business coaches, manufacturers, and marketing firms. Clients are also sometimes upper level corporate employees that may have a substantial but traditional retirement account. They are usually outside of the box thinking when it comes to investing and interested in innovative ideas to make or keep more money.
Usually married with 1-2 children
Typically newer entreprenuers or ones that are just starting to make significant income increases
We implement retirement vehicles that diversify and expand your investment portfolio. We teach how to leverage your wealth for exponential growth.
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