Retired, Or Approaching Retirement

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

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.