Ideal Client Profile

Percy E. Bolton Associates, Inc. is in the business of helping pre-retirees and retirees live a better life.  

Our ideal client is a couple or individual with 5 to 10 years remaining until retirement. They work for a major institution or corporation, are tech-savvy and are highly respected professionals. They are nontraditional (children or grown children occupying a lot of their personal time), and have experienced life changes such as marriage, divorce, inheritance, job change or loss of a loved one. They are active in the charitable arena and a lot of their social life revolves around these activities in some fashion.  

If you fit this description of our ideal client and want to find out if a relationship may be appropriate, start the onboarding process today.