Are We a Match?

Prudent and Disciplined Savers 

Our clients are diligent savers who value financial independence and the freedom it provides.   Thanks to a lifetime of savings and careful spending, they have typically accumulated retirement savings of at least $1,000,000. 

Retired or Nearing Retirement

We focus on serving individuals who are already retired or approaching retirement, typically within ten years. This enables us to customize our services and expertise to meet the specific needs of retirees.

Seeking a Trusted Advisor

Our clients believe that a successful retirement is too important to go alone and realize that achieving it requires the support of knowledgeable and experienced professionals.

If this sounds like you, and you have saved at least $1,000,000 towards your retirement, we would love to speak with you.  Let's schedule an Introduction call!  You can learn more about our process by visiting our "How It Works" page.

While we would love to help everyone, we intentionally limit the number of clients we serve so that each client gets the personalized attention they deserve.  If you feel you do not fit the criteria above, we suggest you visit the Fee-Only Network or Let's Make a Plan! to find a Certified Financial Planner professional near you. 

Or ask us for a referral!  We are happy to help you find the right advisor at the right firm.