Who We Serve
While we cannot be all things to all people, we strive to be all things to some. Our clients are the hardworking families and individuals in our community who have accumulated wealth throughout their lives and are looking to achieve financial clarity. They don't think of themselves as rich, but usually have investable assets of $100,000 or more.
Our Evergreen Outlook™ provides personalized, sustainable financial strategies tailored to the unique needs and goals of every client we serve.
Pre-Retirees
Approaching the twilight of your career, as a pre-retiree you seek confidence that your years of hard work will provide the retirement you have envisioned. We help you fine-tune your financial landscape to work toward a well-rooted future.
Retirees
Firmly rooted in golden years, you want assurance that your financial future will sustain your lifestyle and goals. We provide the organization and clarity needed to manage your diverse assets, nurturing a vibrant and enduring retirement.
Legacy Planners
Looking to leave a lasting impact, legacy planners focus on generational wealth transfers and charitable giving. With Belinda’s expertise, we help you cultivate a legacy that reflects your values, while working toward an Evergreen Outlook™ that extends far beyond your lifetime.
IBEW Members
As an IBEW member with multiple retirement accounts and investments, you seek a cohesive strategy that incorporates every aspect of your financial life. Kara works with you to harmonize your diverse assets into a unified plan that will grow with you throughout your career.