Who We Serve
Our Typical Client Profile
Retired, Or Close To It
We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
Conservative Investor, Diligent Saver
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and conservative investing, they have accumulated a retirement nest egg of at least $250,000.
Nice People
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.