Most of our clients are who we call Midwestern Millionaires. They are hard workers and live a life of service. They have $1 million or more saved, pensions and a lifetime of discipline behind them, but they still struggle and feel guilty when it comes to spending their hard-earned money.
They are often the best savers and sometimes the worst spenders. They worry if the vacation, home remodel or gift to the grandkids is somehow irresponsible. They are always looking to save money and concerned about running out.
