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Here’s Your
Advisor Match

Your Investor Persona is

Delegator

As a DELEGATOR, your top priority is securing a comfortable retirement––but you want an advisor to steer and execute the plan so you don’t have to get bogged down in the day-to-day details. You want a diversified portfolio but you also want to keep things simple so it doesn’t take up too much of your time and energy.

Key Goals:

  • Secure a comfortable retirement.
  • Ensure financial freedom for your family.
  • Maintain peace of mind and minimize stress.

Your Current Situation:

  • Investable Assets:
    $500K – $150M
  • Annual Income:
    $75K – $150K
  • Existing Portfolio:
  • 60% retirement accounts (401k, IRAs).
  • 30% low-risk mutual funds or ETFs.
  • 10% cash or short-term savings.

  • Debt Profile:

    Manageable mortgage or minimal debt

  • Risk Tolerance:

    Low to Moderate

Meet Clair, the Perfect Match
for Your Goals

Meet Clair, the Perfect Match for Your Goals

Clair Bridgers

“I specialize in helping clients create simple,
stress-free retirement plans.”

Passionate about financial literacy, Claire takes a patient, down-to-earth approach with her clients and makes even the most complicated investment concepts easy to understand. 

Claire is known for being a clear and thorough communicator. She keeps her clients informed and empowered every step of the way, and she’s never too busy to answer questions.

What Clients Have Said:
  • “Claire has done an amazing job at demystifying the process and getting us on the right track. Working with her has been a game changer.” – James L., Atlanta
  • “Claire always keeps me in the loop but doesn’t overwhelm me with details. She knows exactly how much I want to know.” – Stephanie T., Chicago

Why We Selected
Clair for you

Claire’s communication style seems like a good fit for your preference of staying informed without being overwhelmed. We think you’ll also appreciate her down-to-earth, straightforward approach.

We also think Claire’s experience lines up well with your needs. She’s been in the industry for 15 years and specializes in retirement planning, which is your main financial goal.

You also seem to want an advisor who takes the stress out of the process, and Claire’s personality and communication style are a perfect fit for that.

Let’s get started.
Schedule a call with Claire.

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