Our focus is on Retail Investors interested in investing for both short or long term goals. We carry an emphasis around retirement income strategies, tax optimization, and risk management (When there's Money in Motion). Financial Planning is the fundamental driver for this business model where Larry Gatz holds his CFP designation and is extremely proficient at the analytics involved in financial planning. Our target client (in a perfect world) typically lends itself to high net worth families seeking financial planning, working professionals, business owners, Federal Employees and C-suite executives...The avg demographic here is 45-70 yrs of age. Most of them (on average) will either have independent investments (at a firm), self-managed investments, and they will likely have 401k assets from current or past employers in excess of $250,000 up to $2,000,000.