Who We Serve We are in the business of serving families by helping them move from a position of financial dependence to a one of financial independence. The diversity of our clientele is vast - we work with young individuals and families just getting started all the way to retirees who want to maximize their golden years. We work with employees, self-employed professionals and business owners. You won’t find any asset minimums or net worth requirements here. If you have the willingness to enhance your financial future, we would love to roll up our sleeves and help you get there.