Approaching Early Retirement or Just Retired
We specialize in helping corporate employees in their 50's and early 60's who are planning to retire early or recently retired. We help create a tax-efficient retirement income and investment plan to secure our clients' future so they can retire confidently.
Good Savers
Our clients have typically worked hard and saved well over their lifetime to afford them the opportunity to retire early. Most of our clients have accumulated a nest egg of at least $800,000.
Nice People
My father-in-law gave me one piece of advice in running a business - "only work with nice people" (and be a nice person yourself!) We only work with truly nice people with whom we share mutual respect and who enjoy and appreciate the value we provide.
Looking for a Trusted Advisor
Our clients understand that retirement decisions are too important to try to make alone, and value having expert guidance to help ensure their success.