Who We Serve

Retired, or close to it

We specialize in people who are retired or planning retirement.  This allows us to tailor our service and expertise to the unique needs of retirees.


Diligent saver

The dominant factor in long-term, real-life financial outcomes isn’t investment “performance;” it’s investor behavior.  Being a diligent saver is a trait we admire in clients and potential clients.



Nice people

We work with geniunely nice people with whom we share a mutual respect.



Looking for a trusted advisor

Our clients understand that the success of thier retirement is too important to be doing it themselves, and they understand the value of having expert guidance.