WHO WE SERVE
Are we the firm for you?
Not all relationships make sense, and rather than trying to force something to work or finding out years later that we weren’t a good fit, we think it’s important to be transparent up front.
While having a knowledge base covering a wide spectrum of financial planning is valuable, it’s equally important to focus on what we do best and not try to be all things to all people.
Our model works best with Retirees who:
Want a trusted fiduciary financial planner on their team
Tend to be 55 or older, either retired preparing to do so
Want an ongoing relationship with an advisor for each phase of retirement, and participate in strategical meetings as needed
Are transparent with their assets, income and financially relevant information so we can best serve them
Are disciplined and committed to follow our investment philosophy
We offer all retirees Medicare assistance and an initial retirement review; however, our ongoing financial clients tend to have $500,000 or more investable assets
Nice, optimistic people- this might sound cliche, but we will only work with genuinely nice people with whom we share a mutual respect
What We Expect:
We’re not the perfect fit for everyone. If this is the case, we can introduce you to other professionals we trust (we have no affiliation nor receive compensation from any of the following).