Frequently Asked Questions
Who is your typical client?
Our typical client is able to clearly define their financial and life goals and is focused on the long-term collaborative relationship required to attain those goals. Here’s our typical client profile:
- 55+ and ready to get serious with retirement planning,
- Already retired, or
- Persons in their 40s who have $500k in investable assets, well on their way to financial independence and seeking an advisor to help get them to the next level.
What is the average tenure of your clients?
How do you work with your clients?
How are you compensated?
What is your account minimum?
How do you work with other professionals?
We engage with other professionals in the interest of facilitating conversations and providing information to help you achieve your desired goals. One example of this would be collaborating with your tax preparer to ensure tax efficiency, provide tax documents related to your investment accounts, and review tax documents. Another example is providing a referral to an estate planning attorney who has the knowledge and expertise to develop your Will, Power of Attorney and other documents to ensure your wishes would be met in the event of incapacity or death. We neither accept nor pay referral fees, and we always have your best interest at heart.
I don’t live in Ridgeland, MS. Can I still work with you?
What does a virtual meeting look like?
Virtual meetings are just as efficient as in-person with tools like GoToMeeting. Webcams help bring that personal touch of seeing each other and Tiffany can share her screen as needed. ShareFile is utilized when documents need to be shared securely.