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What you can expect

Step 1 : Call

We like to make sure we are the right fit for you before meeting in person -15 minutes on the phone could be all we need to know if we are the best financial planner to meet your needs.

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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.

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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. 

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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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Who Do You Work With?

Phase of Life

Our specialty is designed for individuals who are in retirement or within 5 years of reaching retirement.

Asset Range

Generally our clients have retirement savings or investment accounts of $500k or more.

Personal Goals

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