{"id":971,"date":"2022-02-12T12:10:57","date_gmt":"2022-02-12T12:10:57","guid":{"rendered":"https:\/\/www.retirementrefined.com\/who-we-serve\/"},"modified":"2024-04-18T16:52:18","modified_gmt":"2024-04-18T16:52:18","slug":"who-we-serve","status":"publish","type":"page","link":"https:\/\/www.retirementrefined.com\/who-we-serve","title":{"rendered":"Who We Serve"},"content":{"rendered":"\n
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You’re a Baby Boomer, current Retiree, or Business Owner who is excited about Retirement. You see Retirement as an opportunity to enjoy the \u201cfruits of your work\u201d and to explore or further your true life passions.<\/p>\n\n\n\n

You want to live a \u201cRetirement on Purpose.\u201d <\/strong><\/em><\/h3>\n\n\n\n

You want to proceed through your Retirement Journey with confidence, knowing you\u2019ve made good sound financial and non-financial decisions.<\/p>\n<\/div>\n\n\n\n

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Our Typical Client…<\/h2>\n\n\n\n

We primarily work with:<\/p>\n\n\n\n

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  • Clients with over $1M in investable assets (excluding real estate), who have situations that can benefit from our expertise and wisdom<\/li>\n\n\n\n
  • Clients looking to properly invest for retirement and improve their tax situation<\/li>\n\n\n\n
  • Families that need tax, estate, & legacy planning<\/li>\n\n\n\n
  • Someone looking for a partner and a guide to collaborate<\/li>\n\n\n\n
  • Generally optimistic and has realistic expectations<\/li>\n\n\n\n
  • Will be forthcoming with us and fully disclose their assets, values, goals, and concerns<\/li>\n\n\n\n
  • Values our time and appreciates the value that we offer \ud83d\ude42 <\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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    Clients Like Working With Us Because:<\/h2>\n\n\n\n
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    • We offer comprehensive Retirement Income Planning & Investment Management<\/li>\n\n\n\n
    • We proactively arrange Client Reviews & Planning Updates<\/li>\n\n\n\n
    • Tax Liability Mitigation is always a priority<\/li>\n\n\n\n
    • We are experienced and credentialed in our specialization<\/li>\n\n\n\n
    • We genuinely care about our clients and go the extra mile<\/li>\n\n\n\n
    • We are genuine, trustworthy, honest, accessible, and responsive<\/li>\n<\/ul>\n\n\n\n
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      You’re a Baby Boomer, current Retiree, or Business Owner who is excited about Retirement. You see Retirement as an opportunity to enjoy the \u201cfruits of your work\u201d and to explore or further your true life passions. You want to live a \u201cRetirement on Purpose.\u201d  You want to proceed through your Retirement Journey with confidence, knowing […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages\/971"}],"collection":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/comments?post=971"}],"version-history":[{"count":21,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages\/971\/revisions"}],"predecessor-version":[{"id":3380,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages\/971\/revisions\/3380"}],"wp:attachment":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/media?parent=971"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_page_folder?post=971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}