“In order to make sure your children have the security you want for them, we can evaluate your current investment portfolio and planning to see if there is anything that was overlooked.”
Independents: Exhibit drive for the type of persona freedom money makes possible.
“As you never want to worry about finances, are you really certain you’ve done everything possible to make sure you’re completely covered?”
Phobics: Avoid focusing on investing or planning.
“We’re going to carefully look at what you have, and if there are any holes, we’ll fill them. You can rely on me and my team to take care of you.”
The Anonymous: Confidentiality is a dominant concern.
“Most professionals are not adept at ensuring client privacy through wealth planning. By dissecting your current planning, I can either show you some ways to increase your privacy or I will let you know you are completely secure.”
Moguls: Personal financial actions are another way of creating personal power.
“It’s more common than you might think for influential people like yourself to miss significant investment and tax mitigation opportunities. If you would like, my team and I can evaluate what you’ve done and see if there are any ways to increase your advantages.”
VIPs: Investing and wealth planning results in prestige.