Mission of My Practice and My Client Profiles

 

 

 

 

Mission of My Practice
 
My mission is to help design, comprehensive business, retirement and insurance strategies by being thorough, upfront and getting to know my clients personal and business objectives. I then help my clients to implement these strategies with the professionalism and respect they deserve.  For me to be thorough, I understand the importance of being current on the different business, retirement and insurance strategies available to use for charting the course for my clients, but then also be able to explain these techniques in a way that makes complex strategies seem simple.  I do this through continued industry education and attaining industry designations.  My goal is to help take the worry, complexity and frustration of owning a business, planning for retirement and implementing insurance strategies so that my clients can focus on the most important things in their very busy lives, their families.


 


Client Profiles

While I am willing to work with anyone who is in need of my services, I do tend to work with many individuals who have similar characteristics.  I have classified the similarities of these clients into six groups:

  • Veterinarians
  • Bank Executives
  • Chiropractors
  • Wineries
  • Contractors
  • Non-profit Organizations
  • Sportsmen and Women

While the folks in these groups may have some differences I find that the ones I work with possess these qualities:

1. Business is Privately/ Closely held

2. Two to four partners

3. Annual Gross revenues of $500,000 to $500 million

4. 10- 100 Employees

5. Well respected in the community and by employees

6. Has defined values

7. Respects and counts on Professionals

While I have several clients that may not fit this profile exactly,   If you are in any of the 6 specialty fields and satisfy my client profile, please feel free to contact me directly to set up a time for us to meet.  If you are not in any of the specialty fields, but are interested in improving your business and protecting it's future, again please feel free to contact me directly.