Are weA Good Fit?


Retired, or close to it

We specialize in working with people who are retired or very close to it (typically five years or less). This allows us to tailor our service and expertise to the unique needs of retirees.

Diligent savers

While our clients would hardly consider themselves “rich,” they have accumulated a retirement nest egg of at least $500,000, thanks to a lifetime of diligent saving and frugal living.

Interested in tax efficiency

Our clients understand the importance of working with experienced financial professionals to optimize tax results before, during and after retirement.

Nice people

This might sound cliché, but we will only work with genuinely nice people who value mutual trust and respect.

Looking for a trusted professional

Our clients understand that their retirement plans are too important to leave to chance, and they understand the value of having a highly experienced financial guide.

The Next Step:Schedule a meeting

If this sounds like you, and you have saved at least $500,000 toward your retirement, we would love to speak with you.

Or give us a call at 801.210.2800