People tend to reach out right when something is about to shift—they’re anticipating a major life event, experienced a sudden loss or gain, or sense a shift on the horizon.

Yes, we can help get you to and through retirement, but there may be a lot of other things you’d like to do along the way—whether it’s buy a second home, sell a business, provide for a loved one or cover health-related costs. Whatever it is, we’re here to help.

We’ll add this: You don’t need to be a multi-millionaire to work with us. Money isn’t the sole deciding factor of whether we’re a fit (there are plenty of millionaires we won’t work with, period). Personality and mindset are a big part of it.

Here’s how to know if we’re a fit…