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Our philosophy entails helping families generate a lifestyle sustaining income that they can never outlive, making it a multi-generational model. This in turn requires the permanent protection of purchasing power, which then necessitates the use of diversified global equity investing... regardless of the client's age. This counter cultural approach to retirement planning requires the candidate have strongly held conviction about giving clients what they need, rather than what they want, and engaging the client in education, perspective building, and behavioral coaching as the primary ongoing service.
If you consider yourself one of Nick Murray's Spartans, it's an excellent sign we'd be a good match. Let me know if you have an interest.
We have a paraplanner who works remotely per project or as needed
Our focus is behavior based retirement income planning to mass affluent families. We have a strong and ongoing lead source and more opportunities than we can handle.