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Retired, or close to it
We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
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Diligent saver
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $250,000.
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Nice People
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
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Looking for a trusted advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.