#1- People who are Retired or close to it
We specialize in helping people who are retired, or close to it (generally 5-10 years from retirement). We tailor our service and expertise to the unique needs of retirees.
#2- Mid-to-late career professionals
We also specialize in helping people who are in the mid-to-late stages of their careers. These professionals have some unique needs while they're still working, with ultimate goal of also planning for an eventual retirement.
#3- Diligent Savers
Most of our clients are diligent savers. Many wouldn't classify themselves as "wealthy" but because of their hard work, commitment to saving and consistency they have amazed a nest egg of at least $500,000 in most cases.
#4- People Looking for a Qualified advisor
Our clients understand that the success of their retirement is too important to do be doing it themselves and they want the value that having a dedicated and trusted advisor brings to the table.
#5- people who prefer to delegate to a professional
Our clients trust us and prefer to delegate the management of their investments and retirement accounts to us as their trusted advisors. They also seek our counsel before making most financial decisions.