Client Profile

In reality there is no "typical" RFA client. Each of our clients is unique and characterized by different financial planning and investment needs, personalities, goals, dreams, and concerns. To the extent that it is possible to generalize, many of our clients might be described by one or more of the following:

• Retirees or individuals near retirement
• Physicians, attorneys and other professionals
• Widows and widowers 
• Divorced individuals
• Inheritors of estates
• Small/medium sized business owners
• Corporate executives

The financial circumstances of most of our clients necessitate an on-going and close working relationship with a financial advisor if the family wealth is to be protected and maximized.