Who We Serve

 Retired, or approaching retirement

We specialize in helping people over 50 who are retired or are approaching retirement.  

 Experiencing divorce

 We help women navigate the financial implications of divorce. Our goal is to support you and help you come out on  the other side with financial clarity and stability.

 Diligent saver

 While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal  living they have accumulated a   retirement nest egg of at least $1,000,000.

 Nice people

 We consider our clients part of the family and as such we only work with genuinely nice people.

 Looking for a trusted advisor

 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.