PILLAR CLIENTS AREN’T JUST A NUMBER. THEY’RE PART OF “THE 111.”
Our group of clients is affectionately referred to as “The 111.”
We only work with 111 clients at a time so that we can give our clients maximum attention and strategize at a high level for them.
We relate well with our clients because we’re high performers with vast experience in financial planning, business ownership, and real estate investment. We have a unique team with diverse skill sets, which is why we choose to work with a specific group of people: high-performing business owners. We say “no” a lot because our process, expertise, and level of commitment is beyond what some people need.
The typical needs of “The 111” are things like: maximizing business cash-flow, implementing a small business retirement plan, evaluating real estate opportunities, investing in public market assets, figuring out how to best organize the future for their kids, and maximizing what to do with excess personal cash flow.
We love being the strategic partner with “The 111” as their life, business, family, and goals change over the years. We take care of the financial complexities while they do what they do best: run a successful business.
WHO ARE “THE 111?”
Some common characteristics of a Pillar client:
High-performing business owner
Someone who knows when to delegate
Someone who values a high-level thought partner
Someone with financial life complexity outside of running their business
Someone who is active and/or interested in real estate investing
Someone who sees more value in focusing on overall net worth instead of one account
Someone who is a high-earner or has a high net-worth
