Our Ideal Client Member Profile

We help a small community of clients make smart choices about their money so they can focus their time and energy on those things in life that are most important to them. We only work with individuals who we think we can make a significant contribution and impact to their lives.

The Ideal Client Member who receives the most benefit from us has the following qualities:

• You Are A Financial Delegator: Our client members are (or want to be) financial delegators. They appreciate, and are willing to follow, the advice of an expert. By doing this, they are able to spend their time and energy in ways that are more meaningful to them. This allows them to have an increased sense of satisfaction, less stress, and a more fulfilling life. In the end, they are able to do more of what makes them happy, because we are able to remove some of the burden of life from their shoulders.
• You Are Passionate About Your Goals: All of our client members are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
• You Enjoy Simplicity: Our client members enjoy the simplicity, freedom, and peace of mind that comes from having all their financial assets under the watchful eye of a single trusted advisor.
• You Focus On What’s Important: Our community of client members values our relationship. By delegating, they can focus their valuable time and energy on those things in life that are most important to them.
• You Can Handle The Truth: Our client members want to hear the truth from us regarding their financial situation…no matter what.
• You Value Our Work Together: Our client members are comfortable with our fee structure. We charge a percentage of assets under management, according to our fee schedule, with a minimum fee of $3,000 per quarter.

While some client members may have initially thought we were expensive, all client members have discovered that we are definitely not a cost, instead a wise investment, one that’s been returned to them many times over.

Brian Fricke, CFP
America’s Worry Free Retirement Expert
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2009 – Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal

P.S. Many investors are starting to realize that the big Wall Street brokerage firms do not provide strength, safety or stability. This is the time they should be thinking about working with an independent, unbiased fiduciary adviser who has only one goal, to give you the best possible advice that is in your best interest. We actually place your interests ahead of our own!

P.P.S. You Risk Nothing with my No Strings Attached Money Back Guarantee! If, after 12 months, you’re not happy with your relationship with us, I’ll gladly, cheerfully, give you a 100% REFUND of your membership fee. No questions asked.