| |
| Ideal Client
Profile |
Attitude
Is an individual or couple with
a happy and positive outlook on life
Recognizes the power of having
and implementing a comprehensive written financial plan
Wants to simplify their life, by consolidating
all their financial assets with a single trusted advisor
Prefers a fee based relationship
with their advisor
|
Assets
Has investable assets in excess of $500,000*
|
Advocacy
Will recommend our services to other individuals
that meet our Ideal Client Profile |
|
| * Kaizerman & Associates recognizes the importance
of intergenerational planning and the critical role we play in
providing comfort and advice to our clients and loved ones in the
event of a disability, long-term care need or at death. For this
reason, we waive our minimum investable asset requirement for parents/children
of our clients. |
