Who We Serve

Retired, or close to it

Our clients are typically retired (or within 10 years of retiring).  This allows us to focus on 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 only work with people that value kindness and mutual respect as we do.

Looking for an experienced advisor

Our clients value and see the importance of having an experienced advisor walk alongside them through retirement.