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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.

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    139 Genesee Street
    New Hartford, NY 13413

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