We specialize in people who are retired or close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.

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

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While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated assets of at least $200,000.

Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having solid and knowledgeable financial professionals to help them achieve their retirement goals..