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How Do I Know If I’m a Good Fit?

We are a full-service wealth management firm best suited for savers who have accumulated investment and retirement assets and that want to delegate all of their retirement planning and investment management to us. (Note: We DO NOT offer an hourly fee schedule or a one-time project fee option)

We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:

  • Professionals over age 50 who are retired or want to know they have the ability to retire one day.
  • Diligent savers who have accumulated investment and retirement assets of $1 million or more. (Excluding real estate.)
  • People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.
  • The first step in getting to know you is to schedule a short introductory call. With this introductory call, we can make an informed decision about working together and provide a retirement analysis.

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

15-Minute Call

The very first step is a 15-minute phone call with our team.

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.

If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.

Retirement Answers

You will finish with answers about your ‘starting point’ for retirement.

One call could change your retirement

Schedule a call or Contact us with questions