Retired or Close To It
We specialize in people who are retired or very close to retirement.
Diligent Saver
Our clients have spent a lifetime of diligent savings and frugal living and would like to use these funds to achieve their desired lifestyle. They have accumulated a retirement nest egg of at least $1,000,000.
Nice People
We love our clients and we spend a lot of time together. We only wish to work with genuinely friendly people with whom we share a mutual respect.
Looking For A Trusted Advisor
Our clients understand their retirement spending strategy is too important to be doing by themselves. They understand the value of the ongoing guidance of a trusted advisor throughout retirement.