Who is your typical client?
Retired, or close to it
We specialize in serving people who are already retired, or will be within 5 years or less. They have been intentional during their working years to accumulate assets and are looking to draw income from those assets.
Individuals and families who have a strong income and are intentional about accumulating assets for financial independence.
We will only work with genuinely nice people with whom we share a mutual respect.
Looking for a trusted advisor
Our clients understand that success in their retirement is too important to do by themselves. They understand the value of having an expert guide who can help them position their assets to re-create income once they retire.