Our firm only works with a maximum of 10 NEW clients Annually. All of these clients are offered a 30 minute complimentary strategy conversation (in-person OR via telephone meeting) and once it’s mutually agreed upon that we can add value in the relationship will approve an engagement agreement outlining the services provided. We work with clients throughout the USA and those usually have ONE or more of the following minimums:
• $1,000,000 Investments
• $500,000 Income
• $5,000,000 Net Worth (Including businesses and/or real estate values)
Rich has a passion for helping others and goes to great lengths to educate his clients on the benefits of building charitable giving into their financial plan.