Broker Check

Who Do We Work With?

Retirees 

Retirees 

Our specialty is designed for individuals who are retired, or are within 5 years of beginning retirement.


Wealth Accumulators 

Wealth Accumulators 

Generally our clients have saved $500,000 or more for retirement, or have an annual cash flow over $250,000.

Values 

Values 

We work best with those who have family values, are hard-working, and are kind.

What Should I Expect?  

Step 1 : Introduce Yourself

Step 1 : Introduce Yourself

We like to make sure we are the right fit for you before meeting in person-spending 5 minutes to complete the simple questionnaire below allows us to know each other better.

Step 2 : Visit

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

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

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!


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