Who We Serve
The majority of our clients tend to fall under one of these categories:
Retirees
We specialize in serving individuals who are retired or close to retirement – within eight years or less. This allows us to focus our investment plans and services on their unique needs.
Savers
For individuals who are within eight years of retirement, we create strategies designed to help maximize clients’ savings for retirement. We do this by taking advantage of tax-advantaged retirement accounts while still adhering to the client’s risk tolerance.
Looking for a Professional
Our clients understand that the success of their retirement is too important to do it themselves and they see the value of hiring a professional financial advisor that offers seasoned guidance on the retirement process.