Typical Client Attributes

List of Typical Client Attributes:

  • Financially Mature Stage   

  • Has Accumulated Assets 

  • Can’t Recreate Their Wealth If Lost

  • Understands Need for Process 

  • Risk Aware 

  • Feel Worse on Loss Than Feel Good on Gain 

  • Want to Be Able to See Their Assets 

  • Want Independent Access to Their Money 

  • Wants Flexible Asset Withdrawals 

  • Want to Know What They Own and Why 

  • Want To Be Kept Informed

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Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Call Stephen Gerritz, Registered Investment Advisor Representative, Today at 541-608-9958