💭 How Do I Know if I Am a Good Fit?

After learning about us and our unique philosophy, we welcome you to get to know what our clients are like. Our typical clients are:

01 - Retired, or close to it.

We specialize in working with people who are retired or close to it (5 years or less). Our expertise best suits the unique needs of retirees.

02 - Diligent savers.

While our clients wouldn’t consider themselves “rich,” thanks to a lifetime of diligent saving, they have accumulated a retirement nest egg of at least $300,000.

03 - Nice people.

This sounds cliché, but we will only work with genuinely nice people with whom we share a mutual respect.

04 - Looking for trusted advisor.

Our clients realize that the success of their retirement is too important to be treated as a do-it-yourself project. They understand and desire the value of targeted guidance.