Retired, or close to it
We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and living below their means, they have accumulated at least $750,000 of investable assets.
Taxes are typically one of our client’s largest expenses in retirement. As CPA’s and financial planners we incorporate tax savings strategies into everything we do.
While it may sound cliché, we only work with genuinely nice people with whom we share a mutual respect.
Looking for a Trusted Advisor
Our clients understand that the success of their personal financial goals is too important to be left to chance. They understand the value of receiving the expert guidance we bring.