Clients

Here at May Financial, our clients typically share the following characteristics:

Family

  • Has strong family commitment and values
  • Has a high level of integrity
  • Respects long-term relationships
  • Prioritizes family legacy and harmony among members
  • Has a vision of the future for business and personal life

Community

  • Is committed to helping the community through charity or civic organizations
  • Is well respected by their employees and the community

Planning

  • Is an affluent individual or family who wants to complete or update an integrated financial and estate plan
  • Is an affluent individual or family who wants to implement or enhance a strategic giving plan
  • Is a business client who wants to provide innovative benefit planning to hire and retain key executive staff or complete integrated business and estate planning
  • Respects and utilizes advisors and is open to new ideas
  • Is willing to take the time to plan and is honest about their feelings and concerns
  • Is able to make important decisions effecting family and estate planning

Calculators

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