Retired, or Close to It
We specialize in people who are retired or very close to it (within 5 years of retirement). This allows us to tailor our service and expertise to the unique needs of retirees.
Thoughtful Planners
Our clients see the value in preparing for their future, and have made life choices to build a modest, yet substantial nest egg of more than $200,000.00 that allows them to enjoy retirement while enhancing resources through investment.
Compatible People
We understand not all discussions concerning finances are easy, but we expect that all will maintain appropriate levels of respect, cordiality, and information. If that’s a challenge, we may not be the right fit for you.
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.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.
