About Your Company
About us: We are a wealth management/registered investment advisory (RIA) firm that specializes in comprehensive financial planning and fiduciary investment management
"We are people who believe in the power of a strategic plan. As financial planners we create, implement and monitor plans on a daily basis, but we also believe that each plan needs a purpose.
Creating a financial plan helps you see the big picture, set short and long term goals and really understand how to work toward those goals in manageable ways . People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We want to bring peace of mind to your planning with our collaborative and highly trained planners.
We understand that the planning process is just that – a process. It’s one that changes as life shifts, but it serves as a guide as we navigate the ups and downs of life with you."...from our website: NVCwealth.com
Core values: We put clients first; We are leaders; We believe how you treat people matters
Target Audience: our ideal client is an established professional (as young as early 50's, but as old as 80's-90's) who is retired or nearing retirement. They have accumulated a sizable nest egg and need our help managing the money along with creating an overall financial plan to help guide them along the path toward and throughout retirement. We also want to be attractive to "young" (35-50 years old) professionals who are making a sizable income, want to start saving and planning for their future, but need to guidance along the way. The older clientele is where 80%-90% of our income comes from, so we need to continue to put them first, but the younger clients are something we want to make sure we are attractive toward (and not stale or "old") as the younger clients get older we want to be attractive to them as well as the established clients.
Gender: Male and Female
Location: Within the United States (have offices in Nebraska, Florida and Texas; growing across the nation)
Income: "higher income earners"; typically $100,000 minimum but average is $200,000-$300,000 family income
Occupation: varies between employed and retired. The employed individuals can be really any profession
Education: college educated and graduate degree plus
Lifestyle: families, professionals, business owners. Typically have excess cashflow
We are honest, trusteworthy and dilient in the approach we take to their financial plan and investment management
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