Ideal Client Profile
Available in metropolitan Huntsville and Madison, Alabama only
The client we help the most, has the following qualities:
Lives in metropolitan Huntsville
Financial Delegator
Our community of clients is comprised of financial delegators who enjoy the simplicity, freedom, and peace of mind that comes from working with a single trusted fee-only financial planner and his alliances. They are willing to enter into mutually beneficial long-term relationship with a personal financial planner to simplify their life.
Focuses on what’s important to them
They focus their valuable time and energy on those things in life that are most important to them. They care for their family, community, or someone or something other than their self.
Comprehensive financial perspective
They implement a comprehensive financial plan based on tax avoidance, insurance, investment, retirement planning, and estate planning.
Systematic, action oriented
They implement a written financial strategy in order to achieve important goals in life. When provided good advice, the client implements it.
Investment style
The client is not a speculator or short-term trader. They take action based on disciplined financial planning principles instead of reacting to financial propaganda, conflicting opinions, and events outside of their control. They seek both reasonable long-term investment performance and capital preservation; they prefer a proven investment strategy.
Neither Trading Discretion nor Custody
They grant neither trading discretionary authority nor custody of their funds to financial planner.
Investable assets
They have at least $500,000 in investable assets.
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For more information or to schedule a complimentary initial consultation, call Alan Markell at 256-881-9637, cell 256-684-9134, or email Alan@Discover-FP.com.
