We specialize in people who are retired or within (3) years of retirement. This allows us time to customize financial planning around retirees' unique needs.
While our clients would hardly consider themselves to be "rich", they have accumulated a retirement nest egg of at least $250,000.
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect and that take our advice.
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.
If we seem like the right fit for you, and you fit the criteria above, we would love to speak with you about your retirement. Let’s get in touch.
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need and deserve.