The Right Fit

Our typical clients are:

Retired, or close to it

We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.

Diligent savers

While our clients would hardly consider themselves “rich”, thanks to a lifetime of diligent saving they have accumulated a retirement nest egg of at least $300,000.

Looking for a trusted advisor

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 this sounds like you, and you've saved at least $300,000 toward your retirement, we would love to visit with you.

While we would love to help everyone, we have intentionally limited the clients we serve to the those that meet the criteria outlined above so that each client gets the personalized attention they need.