Investment Management Client Profiles
Our firm focuses on individuals, couples, executives, and small businesses that have over $200,000 of invested assets (including retirement plan assets). In addition, we provide services to children and parents of our clients.
Reasons for Contacting a Financial Advisor
Clients frequently contact us because of a major change in their lives. Examples include:
- Imminent lump-sum distribution from an employer’s retirement plan
- Loss of a spouse from divorce or passing
- Stock option grant
- Selling a business
- Contemplation of retirement (pre-retirement planning)
- Imminent maternity leave (cash flow concerns)
- Birth of a child (education planning)
- Unemployment or re-employment of a spouse
- Lottery winning
- Life insurance concerns
- Estate planning
- Inheritance
We spend a great deal of time gathering the pertinent data and understanding the client’s objectives before we prepare our analysis and deliver the recommended solutions. Overall, we ensure that a client’s assets endure and grow for generations to come.
Each client benefits from a responsive team of professionals that is focused on delivering wealth management expertise and personal service beyond expectations. Through our diligent and ongoing efforts, we quickly earn and retain a client’s trust.
Frequently, people want to be sure that they fit within the types of clients that we serve. The measures often used to assess the fit are age and approximate net worth of our typical client. Since we serve such a wide client age range, and a wide net worth range, it is nearly impossible to define a typical client. The following pie charts will help you conclude that we are able to serve you quite readily.
Email your questions to info@mackensen.com