What if I am not considered Gen X or Y, can you still help me?

Without a doubt. Our firm was originally designed to focus on the baby boomer generation, delivering services such as shifting portfolio objectives from growth to preservation, social security and medicare benefits consultation, retirement income distribution strategies, and identifying tax-friendly-state relocation options. However, our target market expanded to include younger generations the moment we realized they were not receiving proper attention nor quality advice. It truly is unfortunate the high barrier to entry for good advice is still predicated on net worth and minimum asset balance thresholds. Our mission is to disrupt that trend. We want to share our expertise with all who need sound and simple, yet effective, advice regardless of your net worth.