Our Client Profile
We have chosen to work with a smaller number of clients in order to be able to provide a higher level of service. Our clients are nearing retirement, retired individuals, successful business owners, or affluent individuals. They sought our help because they wanted to know they were planning intelligently for the future as they were working hard and saving, making sure they were doing the best they can. They may have just changed circumstances and received an inheritance or changed jobs or retired and wanted to make sure they were doing the best with their retirement plans. Or more simply, their finances may have gotten more complicated, and they can't manage it as effectively by themselves as they used to. In all cases, they are seeking a long-term relationship with a financial professional to help them reach their goals.
We offer a one-hour complimentary consultation as a way for you to get to know us and how we work. Please contact us if you are interested.