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 pursue 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 An Experienced 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 an experienced advisor throughout retirement.