Broker Check

What You Can Expect

Step 1 : Call

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.

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!

Who Do You Work With?

Phase of Life

Phase of Life

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

Wealth Accumulation

Wealth Accumulation

Generally our clients have retirement savings of $500,000 or more, or an annual cash flow over $400,000

Personal Goals

Personal Goals

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