Ideal Client Profile

We are often asked, "What type of client(s) do we serve best?"  We believe that individuals who possess the following attributes benefit the most from working with Kaizerman & Associates.

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 inidviduals 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 existing clients.