0
Client Reviews
0.3% to 1.25%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$2M
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We do our best work with diligent savers aged 50+ who are retired or close to it and have accumulated a nest egg of $2 million or more. We specialize in helping them reduce taxes in retirement, invest smarter, and create a retirement paycheck they can't outlive.
Clients who wouldNOTbe a good fit
We are highly specialized and exclusively work with individuals aged 50 and older who are retired or nearing retirement and have accumulated a nest egg of $2 million or more. We do not have the expertise, service model, or fee structure to properly help individuals who do not meet that criteria.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$2,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.3% to 1.25%
Flat Fee/Retainer
$15,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Define Financial
An award-winning team dedicated to helping high-net worth retirement savers over age 50 with a $2MM+ nest egg reduce taxes, invest smarter, and maximize income.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
