Retired or Almost Retired
Retirees have unique needs that require specific expertise to fulfill, so we tailored our practice to align with that. Our clients are typically either already retired or are within five years of it with a minimum of $500,000 to invest in their retirement.
Hard Workers and Savers
Our clients worked hard and saved throughout their career, and now they desire guidance for their next phase of life. Our job—and our privilege—is to come alongside them and provide a practical plan for them to steward their money well.
Our clients are the salt of the earth – they care about their families and communities and want the best for others. We share a mutual respect and enjoy working together.
Value Trusted Advisors
Experiencing retirement to the fullest requires thoughtful, intentional planning – and our clients don’t want to take that on alone. They value guidance from professionals and seek advice when they know they need it.