Who Do We Work With?
Retirees
Our specialty is designed for individuals who are retired, or are within 5 years of beginning retirement.
Wealth Accumulators
Generally our clients have saved $500,000 or more for retirement, or have an annual cash flow over $250,000.
Values
We work best with those who have family values, are hard-working, and are kind.
Step 1 : Introduce Yourself
Taking 5 minutes to complete the simple questionnaire below and schedule a 15-minute phone call allows us to make sure we're the right fit for your needs.
Step 2 : Visit
Understanding your goals and concerns is best done in person. This gives us an opportunity to adequately assess how we can best plan for you and your family.
Step 3 : Analysis
With our decades of experience, we will create a personalized customized financial plan based on the factors presented in our in-person meeting. Analysis will take risk, budget, lifestyle, goals, and health into account.
Step 4 : Present and Consider
We will then present our findings and recommendations, giving you an opportunity to decide whether to implement our advice yourself, or hire us to take care of the nitty gritty for you!