Who We Serve

Although we would like to help everyone achieve their financial planning goals, it is important to us to efficiently manage our time and resources to provide the best possible client experience. 

Nearly Retired or Retired

We specialize in retirement investors who are retired or want to make "work optional" in the next 10 years. This allows us to tailor our service and expertise to the unique needs of retirees.

Diligent Savers

While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $250,000. (Excluding Real Estate)

Motivated People

This might sound cliché, but we want to work with people who are as motivated as we are. If you are serious about creating a plan for you and your families future, we will be a good fit!

Looking for Expert 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 this sounds like you, we would love to speak with you.

Success Stories

Learn more about the people we serve