Client Profile

We work best with people that fall into a variety of complex financial situations, including:

  • Individuals and couples at or approaching retirement.
  • Small business owners that sponsor 401(k) plans that need fiduciary guidance.

But we won’t work with just anyone who falls into these categories. We want to work with people whose needs match the services we offer. Our ideal client's share many of the following concerns:

  • How much do we need to save for retirement?
  • How should we invest our money during retirement?
  • How can we protect against running out of money during retirement?
  • When should we consider filing for social security benefits?
  • How will healthcare costs affect our retirement?
  • If our income will suffice during retirement, how best to leave our estate to the people we love?