Retirement investors over age 50 who are retired or want to retire in the next 5-10 years.
Diligent savers who have accumulated investments of $500k or more.
People who value hiring a professional because they want confidence knowing a qualified professional is working on their behalf.
We don’t want to rush you into these decisions. The introductory process will help you determine if we can help.
We respect your time and want to give you useful answers about your financial future.
This time together will help us get a deeper understanding of your dreams, needs, and concerns. This allows us to get a sense of what work we need to do. We want you to leave this meeting feeling more comfortable with us and our process.
We will continue to monitor your situation and modify if needed. Our extensive research will help us do this. Informing you and keeping you engaged in the process will help us improve. We will walk with you every step of the way.