1. Retired Individuals and Couples
We specialize in those who are retired. This allows us to customize our service to the unique needs of retirees.
2. Dedicated Savers
While our clients don’t need to be considered “wealthy,” thanks to a lifetime of diligent saving and careful spending, they have accumulated a retirement savings of at least $500,000.
3. Those who are Charitably Inclined
We’re interested in helping the families we serve give back to the community or establishing foundations for their favorite charities or church.
4. Those Seeking a Trusted Advisor
Our clients understand that the success of their retirement future is too important to be doing it themselves, and they value having specialized guidance. They’re also seeking more than mere investment consulting.