Who We Serve
Retired or Approaching Retirement
We specialize in people age 50+ who are retired or nearing it (typically within 5 to 10 years). This allows us to customize our services and expertise to the unique needs of retirees.
Diligent Savers
While many of our clients would not consider themselves “wealthy,” thanks to a lifetime of hard work and diligent saving, most have accumulated a retirement nest egg of at least $2 million of investable assets (excluding real estate).
Nice People
Our clients are genuinely nice people. They take care of themselves, their loved ones, and the communities they cherish. We love what we do and by working with good people doing good things, we plan to keep it that way.
Looking for a Trusted Advisor
Retirement is far too important to go it alone when it comes to planning and investing. Our clients recognize that. They appreciate the peace of mind that comes with working with a CERTIFIED FINANCIAL PLANNER™. And they value our 18 years of experience walking life with our clients into and through retirement.
Women — Going from Two to One
We have also developed an expertise in supporting women going through major life events such as divorce or the death of a loved one. We understand how difficult it can be to deal with these major changes and the importance of working with someone you can trust.