Business Owners and Incorporated Professionals
We are Small Business. Whether it is a corporate re-organization, merger, acquisition, new partnership or partnership dissolution, it is likely we have first-hand experience. We expect that you are an expert in your business – whether it’s manufacturing the best widget ever or providing the best professional services money can buy, it’s what you do.
Whether you are trying to build an exceptional business, protect your wealth for future generations, retire early or leave a lasting legacy, we help our clients achieve their vision of financial success.
It’s what we do.
Sustainable Retirement Income
Regardless of their level of wealth, our clients have a common concern. They worry that they may not have enough to live the life they want without fearing that they may outlive their money and not have enough to maintain their standard of living in their older and final years.
This is what Sustainable Retirement Income Planning is all about.
I appreciate your youth, energy and passion for your profession. I have found you to be highly competent with a unique ability to distill complex financial concepts into terms that I don't have to be a rocket scientist to understand. Business is business, but I truly believe our relationship goes beyond that. There have been some difficult times in my life and I have never doubted that your concern for me and my best interests has been sincere.
You have earned our trust with your integrity and devotion to the best interests of your clients. You have always taken our concerns at heart; patiently reassuring and guiding. You do your work diligently and always come prepared to your meetings with us. Once again, we would like to thank you for your passion to excel in planning our finances and hope that all of your clients share our trust and confidence in your services.
Your expertise in analyzing our overall financial situation and ability to identify targeted strategies to improve efficiency and coordinate our overall plan has been very valuable to us. You always take the time to explain things to us in terms we can easily understand and all of our friends and family we have referred to you have been very happy as well. We truly appreciate your guidance and your dedication to our financial success.
We have come to value and trust your advice very much. You took the time to learn our style and what is really important to us. We truly believe that you provide your recommendations to us based on what you think is in our best interest the same way you would for your own family.
Jamie has provided timely and informative financial planning advice which has been specifically tailored to my situation and needs. He has also provided advice and recommendations on topics I hadn't considered previously which have proven to be valuable. I have no hesitation in recommending Jamie's financial planning expertise.
In all of our dealings you have exemplified a very high level of professionalism that goes beyond the business relationship. Although you are doing most of the work, always make sure we understand and keep us involved in the decisions and future of our financial well-being. We have no qualms about endorsing and recommending you to our family, friends and associates.