Client Profile

---

Income and Asset Maximums

We are an unusual financial planning firm. The focus is on those looking to build wealth, not those that already have considerable wealth. We do not have asset minimums, instead we have maximum allowed levels of income and investment assets.

For couples:

Maximum combined income of $200,000 and

Maximum combined investment assets of $300,000

For individuals:

Maximum income of $130,000 and

Maximum investment assets of $200,000