Who We Serve
Retired, or pretty close
We specialize in helping people who are retired or within approximately 5 years of retiring.
Our clients have spent their working lives as diligent savers and are frugal with their money. They value their financial accomplishments and live within their financial means.
We work with nice, appreciative people with whom we share a mutual respect.
Looking for a trusted advisor
Our clients are typically delegators and understand the value of having trusted, competent guidance.