Who We Serve
Rather than trying to be all things to all people, we focus our efforts on serving a specific niche:
- Retired or pretty close — People who are retired or within about five years from that milestone
- Savers — People who have spent their lives as diligent savers, being frugal with their money, living within their financial means and valuing their financial accomplishments
- Nice — People who are nice and appreciative, with whom we share a mutual respect
- Looking for a trusted advisor — People who understand the value of having trusted, competent guidance and are comfortable delegating
Does this sound like you? Let’s schedule a time to talk about how we can help you live life on your terms.