Broker Check

Who We Serve

Nearing Retirement or Retired

We do our best work with individuals and families age 50+ who are looking for a “work optional” lifestyle, nearing retirement, or retired.

Diligent Savers

While our clients may not perceive themselves as wealthy, their disciplined approach to savings and economical lifestyle over the years has enabled them to amass a retirement nest egg of $500,000 or more.


While it may sound obvious, we prioritize building relationships with nice people who not only embody genuine kindness but also share a mutual respect with us.

Need 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.  We are best suited for people who want the hands-on, continued implementation of their retirement planning and investment management strategies.

Ready to Take the First Step?

Thank you!