Three Common
Client Profiles
(These profiles are based on our most common experiences working with clients, but do not describe real people or events.)
Services
At Niehaus Financial Services, LLC, we manage your money, so you can manage your life. More specifically, our services include:
- Pre-retirement assessment
- Retirement income planning
- Investment management
- Account consolidation
- Regular reviews
Who We Serve
If you are like most of our clients, you have a basic understanding of investments, but do not have the time, interest, or expertise to be confident that you are taking the right steps to reach your financial goals. You want to rely on someone you know and trust to help you make good decisions about your money.
Clients typically begin working with us when they start thinking more seriously about retirement planning. Sometimes an initial meeting is prompted by an inheritance from a parent, when a large sum is received from a settlement or gift, or when a spouse dies.
The following client profiles represent common scenarios of those who choose to work with Niehaus Financial: