Who we serve

For most of us, retiring is one of the biggest financial decisions we make in our lives. Do you want to work with someone who knows a little about a lot of subjects, or a lot about one? Just as we wouldn’t have our primary doctor perform a complex neurosurgery, we don’t believe all financial professionals are experts in every area. We specialize in working with people that are looking to retire in the next 10 years and people who are already retired. Our solutions are retirement-focused, not generic wealth management.

Would you enjoy working with someone who cares about you, your family, and your needs? We are relationship focused. Instead of using industry jargon and using big words, we relate to you as a person, understand your perspective and true needs, then tailor plans to fit your goals.

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How great would it feel to be able to travel and pursue your retirement dreams with financial confidence? By putting together a holistic plan, which incorporates tax-efficient strategies, you will be able to create a strategy that includes your travel plans, a retirement income you can't outlive and take care of your family when you are not here.

We do full planning, which includes tax-efficient strategies. While we are not CPAs, we work closely with outside CPAs and keep abreast of the different ways effective tax planning affects our income during retirement.