The Typical Client We Serve
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each hockey family receives the personalized attention they need.
- Our areas of expertise fit best for those who are current or retired hockey players
- We find we can add the most value for families who want a team of professionals to do the heavy lifting
- While this might sound obvious, we are only interested in working with genuinely nice people
Your Free Initial Case Analysis
If the above sounds like you, we have designed the following
process to help you improve your plan, as well as evaluate our
team and services.
15-Minute Discovery Call
This phone call will give us both the chance to learn about each other and make sure your situation matches our expertise. After all, you wouldn’t work with a goalie coach if you were trying to improve in the faceoff circle.
If we mutually discover that our services are not the right fit for what you’re looking for, we will gladly introduce you to another firm who is better suited for your needs.
Team Introductory Meeting
The next step is a one-hour meeting to answer your questions as we become more familiar with your unique circumstances, goals and needs in retirement.
Initial Case Analysis Review Meeting
This is where our team will use our knowledge and experience to outline in plain English, the actionable items we have built in your complimentary Initial Case Analysis. Our advisors will highlight the strengths and weaknesses of your financial life as it currently stands. We will also discuss potential pitfalls, planning opportunities, and specific adjustments we feel would improve your retirement plan, reduce taxes, and optimize investments.
At the conclusion of this meeting, we will ask you to consider if you would like to begin working with our team moving forward. There is never a rush to make this decision, and you will sense throughout this process that we do not believe in a “hard sell”. We are looking for long-term relationships with hockey families who can see and understand the value we will provide throughout life.
Get started today
This phone call will give us both the chance to learn about each other and make
sure your situation matches our expertise. If we mutually discover that our services
are not the right fit for what you’re looking for, we will gladly introduce you to
another firm who is better suited for your needs.
More Questions? No Problem. We’ve Got the Answers
Yes. Given today’s technology, we currently serve many hockey families that live throughout the United States
A fiduciary is, "One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client." (CFP Board)
Not all financial advisors are fiduciaries. Whether or not an advisor is a fiduciary determines whose interests take priority; the advisor's or client's. Fiduciaries are legally obligated to act in the best interest of their clients.
These are both gold-standard designations in the financial industry. Below are excerpts from the websites of the Certified Financial Planner™ Board and the Chartered Financial Analyst Institute that elaborate on these credentials.
"Although many professionals may call themselves "financial planners," CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest." - CFP Board
"CFA charter holders are trained to understand what drives value in all dimensions of your financial life. They have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills and the ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to your objectives." - CFA Institute
Start with a 15-minute
Curious and want to learn more? Get in touch and we’ll set up a free, 15-minute discovery
session to uncover a little more about each other.