Whom We Serve

Serving Retirees and Pre-Retirees


We specialize in building long-term relationships with our clients, and only work with clients if we are the right financial planner for them. We may be the right fit for you if:

– You are already retired or within 5 years of retirement.
– You value a financial plan that includes retirement planning, investment management, insurance advice, estate planning, and income tax planning.
– You desire professional investment management because you do not have the time or interest to manage it yourself.
– You are seeking a long-term partnership with a financial planner.
– You communicate well and are fun to work with.
– You have at least $500,000 of investment assets. While we do not have any hard asset minimums, we believe our services and fees are more appropriate for those who are above this asset level.
– You prefer a professional, yet relaxed, setting.