Custom Financial Design works with individuals from various professions, including engineers, executives, business owners, teachers, and physicians. Their ideal clients are friendly, intelligent, and value long-lasting relationships with trusted financial professionals. They typically seek assistance with retirement planning, are nearing retirement, or are already in retirement. The firm values clients who understand the importance of making informed financial decisions and trust them to create personalized, long-term financial plans. Custom Financial Design prioritizes clients who believe in the power of a cohesive financial strategy, maintain a positive attitude, and are eager to share their positive experiences with others.