WHO WE SERVE
Retired, or close to it
We specialize in people who are retired or very close to it (typically 10 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a very nice retirement nest egg.
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
Looking for a trusted advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.