Our goal as your dedicated financial advisor is to provide you with peace of mind, comfort or at the very least let you know where you stand.
Our clients include:
Retired or Close To It
We specialize in people who are retired or close to it (typically 10 years or less). This allows us to tailor our services and expertise to the unique needs of retirees.
Even though you understand financial planning topics, you prefer to delegate and have a professional manage your financial assets so you can focus on living!
Individuals who value putting money away
Often categorized as a saver, you appreciate planning ahead and remaining prudent. You’ve worked hard, saving a nest egg of at least $300,000, and want to ensure you’re taking advantage of all of the opportunities it brings.
This might sound cliché, but we will only work with genuinely good people with whom we share a mutual respect.