Approaching retirement, or recently retired
We specialize in working with people who are approaching retirement or have recently retired, typically five years or less. This allows us to specialize and tailor our service and expertise to your unique needs.
A disciplined saver
Most of our clients have at least $500,000 saved for retirement, thanks to deliberate and diligent saving patterns over their career.
A plan built around you, not a rule of thumb
Our clients want a plan built around their situation rather than a rule of thumb. A generic, cookie-cutter plan does not account for what actually drives your answer.
Happy to delegate the investing
Our clients would rather delegate investment management to a professional than handle the portfolio themselves.
Looking for someone they can trust
Our clients understand the value of working with a subject matter expert. There is an abundance of knowledge out there for anyone to find, but real expertise and experience is what our clients value.
Does this sound like you?
If you are planning for retirement or have recently retired, we would love to speak with you. The first step is a free one-hour meeting. We confirm fit at the beginning, then dig into your questions and financial picture.