Who We Serve

Retirement is knocking on your door

We work with those close to retirement (usually 5 years or less).  This allows us to tailor our service and expertise to the unique needs of retirees.


Financially capable

Our clients may not be "rich" but they've spent their working years saving considerably.  They have at least $500,000 available to fund their retirement and have realistic spending goals.


Mutual respect

The people we work with respect what we do and we enjoy working with them. They respond to us in a timely manner and don't view our time together as a burden.


Trust but verify

Our clients respect our opinions and trust our guidance. However, that doesn't mean they don't want to be involved and understand what's going on. They're not looking to drive the car, just to sit shotgun holding a map.

 

If this sounds like you then we welcome you to use the calendar below to schedule a no obligation initial call.