Who Are Our Clients?

Currently our clients are a mixture of individuals and their families, as well as corporations.  Ages range from 22 to 81 years old and they come from all walks of life.  Something that they all have in common is that they are looking to learn about financial and investment options.

These clients may fit into one of the following categories:

  • Individuals who may be in their retirement years, planning for retirement, or looking to learn before they invest.
  • Corporations who are looking to invest business money
  • Corporations who are looking to benefit their employees by providing financial education through “lunch and learn” type meetings.

 What do we do?

bigstock-Boardroom-Meeting-Area-13505150In the office…

  • Learn what is important to you (personal situations, goals, what you like about your current investments, etc.)
  • Explain what Exempt Market is
  • Our history, and how we got into the business
  • “Why” we do what we do
  • “What” we do and are able to offer
  • Begin the information gathering process
  • Look into potential investments that are suitable for the situation

Outside the office…

  • Assist employers with education for employees on financial topics and options for Defined Contribution (DC) plans.

Speak at different groups regarding finances (chamber groups, library programs, mom’s groups, etc.).