Our Clients and Us?
We Have a Few Things in Common
Our clients share our belief in transparency, meaning they’re looking to work with a dedicated financial planner, not a salesperson. Those we work are naturally curious, thoughtful and savvy individuals—as such, most of them have questioned the financial industry. So, if you’re seeking the guidance of an objective advisor with no commissions or percentages, we’re likely a good fit.
Does This Sound Like You?
I’m Retiring Soon
You’re preparing soon to close the door on your career. You may have an idea of how to alter your finances for retirement, but you’d like to have a concrete, strategic plan. Beyond making sure you don’t outlive your money, you have other goals such as traveling and leaving a legacy.
I’m Already Retired
You’re already in your post-work years, yet you want to be certain that you’re fulfilling the potential of your wealth. You’re looking to prepare an estate for your family, and you want to be able to freely visit new places and old favorites without compromising your income stream.