WHO WE SERVE

Retired, or close to it

We specialize in working with people who are retired or close to it (typically 5 years or less). This specialization allows us to tailor our service and experience to the unique needs of retirees.

Committed Saver

Although our clients don't think of themselves as "rich", through a lifetime of hard work, diligent saving, and frugal living, our clients have accumulated a retirement nest egg of at least $500,000.

Demonstrate a Coachable Spirit

We only want to work with genuinely nice people with whom we mutually respect; people who value our advice and are willing to act on it.

Value a Qualified Advisor

Our clients understand that their retirement success is too important to be doing it themselves, and they understand and appreciate the value in having an experienced team guiding them.

If this describes you, and you have accumulated a nest egg of at least $500,000 towards your retirement, we would love to speak with you. Let's have a conversation. →

While we would love to serve everyone, the reality is we can't. We have intentionally limited the number of clients we serve so that each client gets the level of personalized attention they need and deserve. If you feel that you do not meet our criteria, we encourage you to adopt a lifestyle of diligent saving and frugal living. This lifestyle has been the secret to our clients reaching the point of having the work optional lifestyle, and absolutely none of them were born with a silver spoon in their mouth. Our clients had to scrape, claw, and sacrifice to get to where they are today. They deserve an advisor who will work just as hard for them as they have worked towards their ideal life.