Who We Serve

Retired, or close to it

I specialize in people who are retired or very close to it (typically 5 years or less). This allows me to tailor my service and expertise to the unique needs of retirees.

Diligent saver

While my clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.

Nice people

This might sound cliché, but I will only work with genuinely nice people with whom we share a mutual respect.

Looking for a trusted advisor

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