Who We Serve
Our services are most effective in helping new clients who have over $500,000 in investable assets and are within 15 years of retirement or are currently retired. We also enjoy working with younger clients who are interested in getting started in the right direction. To assist our younger clients or those looking for a very limited scope of service, we offer a 2 hour Focused Consultation for $850. This meeting is also ideal for those interested in how they are positioned for retirement.