We Serve People Who Are:
Retired or Nearing Retirement
They are newly retired or would like to retire in the next few years. They are ready to embark on this exciting next stage of life and want to make sure they are financially prepared. They are looking for a financial strategy that is in harmony with their goals and values.
They are successful career professionals with complex tax and planning needs. They would like to retire within the next 10 to 15 years or so. They want to make sure they will reach their retirement savings goals plus meet their current financial commitments (purchase their next home, finance kids education, reduce debts, etc.)
They have done a good job of saving and have accumulated $500,000 or more in retirement savings. Clients on the road to retirement realize they are on the right track, but need help getting to their ultimate retirement savings goals. Clients in retirement want to be sure that their hard earned savings will last throughout their lifetime.
They have managed their real estate investment well and have done a great job paying down their mortgage. They have built up considerable equity in their home and need help figuring out how to maximize their real estate wealth in retirement.
Looking For A Trusted Partner
They want to work long-term with a trusted advisor who will guide and assist them throughout their retirement journey in an organized, comprehensive, and holistic manner.
Looking To Make A Difference
They realize that Life is more than just making and spending money. They want to live their best life possible and make a difference in the lives of others and in their community.