Who We Serve
We specialize in people who are retired or close to it (typically 10 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
While our clients would hardly consider themselves to be "rich", thanks to diligent saving and frugal living they have been able to regularly set money aside for retirement.
We have found that we do our best work with those who seek to enrich the lives of others through means of financial stewardship (while simultaneously decreasing support for Uncle Sam).
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.
While we are focused on helping retirees, or those close to it, we are passionate about proper financial planning and will work with anyone we feel we are able to help. If you are interested in learning more, let's get in touch.