Who We Serve

 Retired, or approaching retirement

We specialize in helping people who are retired or are approaching retirement.  This allows us to tailor our services and expertise to the unique needs of retirees.


 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 $750,000.


 Nice people

 This might not sound like the typical criteria for who an advisor serves, but we only work with genuinely nice people with whom we share a mutual   respect.


 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.