Investment Management Client Profiles
Our firm focuses on individuals, couples, executives, and small businesses that have over $200,000 of invested assets (including retirement plan assets). In addition, we provide services to children and parents of our clients.
Reasons for Contacting a Financial Advisor
Clients frequently contact us because of a major change in their lives. Examples include:
- Imminent lump-sum distribution from an employer’s retirement plan
- Loss of a spouse from divorce or passing
- Stock option grant
- Selling a business
- Contemplation of retirement (pre-retirement planning)
- Imminent maternity leave (cash flow concerns)
- Birth of a child (education planning)
- Unemployment or re-employment of a spouse
- Lottery winning
- Life insurance concerns
- Estate planning
- Inheritance
We spend a great deal of time gathering the pertinent data and understanding the client’s objectives before we prepare our analysis and deliver the recommended solutions. Overall, we ensure that a client’s assets endure and grow for generations to come.
Each client benefits from a responsive team of professionals that is focused on delivering wealth management expertise and personal service beyond expectations. Through our diligent and ongoing efforts, we quickly earn and retain a client’s trust.
Email your questions to info@threebearings.com
