Broker Check

Who We Serve

Contact Us
Retired or Close To It

Retired or Close To It

We specialize in people who are retired or very close to retirement.

Diligent Saver

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

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

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.

If you are interested in scheduling an initial phone call, please click to schedule.

Have a Question?

Thank you!
Oops!