Are we a fit for you?

We specialize in working with those who are retired or closing in on it (typically age 50 and over). This allows us to tailor our services and expertise to their unique needs (best saving vehicles, appropriate investment strategies, Social Security timing, etc.).

While many of our clients don’t consider themselves to be “rich”, their disciplined financial habits have led to significant savings. Such savings create planning opportunities that can add drastic value over the arc of retirement.

Our clients understand the success of their retirement and legacy is too important to be doing on their own. They also lack the time to do so, and value the ability to delegate the financial aspects of retirement planning to a firm that focuses on such needs.

While it might sound cliché, we only work with nice people with whom we share a mutual respect. We are intentional with regard to staying small enough for more personal relationships, and want to enjoy all visits with clients.