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Our Clients


We have developed and refined a process for a select group of retirees, business owners and successful professionals, who among other things, aspire to achieve and maintain a work-optional lifestyle. They want to secure their family investment legacy and look to the future with anticipation, not apprehension. Our P23 Process puts all the pieces of the financial puzzle together as your life unfolds and your needs evolve.

Our clients have specific needs now and in the future that are aligned with our expertise and our process. Through our process and philosophy, we strive to provide exceptional service to many generations of your family.

Our clients have many of the commonalities listed below. If this sounds like you, then you'll fit right in!

  • A pleasant attitude and outlook on life. They're nice people.
  • They empower us to do our best for them, they don't micromanage.
  • They are enlightened by human nature and they understand markets go up like an escalator and down like an elevator.
  • They are engaged in our process and think of us as their personal CFO.
  • Are driven by purpose and tend to be planning oriented.
  • Desire to give back to the people and organizations they care about.
  • Respectful: Our clients are respectful to our staff.
  • They have gratitude for today and ambition for tomorrow.