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
