WHO WE SERVE
Retired, Or Approaching Retirement
We specialize in helping people over 50 who are retired or are approaching retirement.
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.
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.