Our Clients 

         

    

• Are serious about defining and achieving financial success by making smart choices about their money.

    

• Are committed to not only developing a written financial strategy, but also implementing it.

    

• Place a high value on spending their time on things that are truly important to them.   

    

• Want to simplify their life by delegating their financial matters to competent, trustworthy professionals. 

          

• Want to pay fairly for the time and expertise that their professional advisors provide.

                                                                

• Look beyond the success that money can bring and seek to find significance in meeting their responsibilities for themselves,

  their family, their community and the world in general.   

      

• Trust us to assist their friends and family members who fit our ideal client profile by introducing us to them when they feel the

  time is right. 

    

• PRIVATE WEALTH MANAGEMENT CLIENTS:  Individuals or couples who have at least $1,250,000.00 of current investment (financial) assets.

       

• PRIVATE WEALTH BUILDER CLIENTS:  Executives, professionals or entrepreneurswhohave at least $250,000.00 of current investment (financial) assets, are committed to making additional significant contributions to their investment program in order to realize their long-term goals and who should qualify as a Private Wealth Management client in 10 years or less.

    

• PREFERRED SERVICE CLIENTS:   Individuals or couples who have income of $75,000.00 or have $75,000.00 of current investment (financial) assets and who desire our assistance in accomplishing specific financial goals.

   

      

---

Should you have any questions or would like more information on our firm, please feel free to

email us at Tracie Jamison or call us at 785-842-3976. We look forward to hearing from you.

Securities offered through NATIONAL PLANNING CORPORATION, a registered broker/dealer. Member FINRA & SIPC

---