Three Indications We’re a Good Fit
Age 50+ Pre-retirees & Retirees
We work best with people who are retired or very close to it (typically 10-15 years or less). Our clients understand the earlier you begin to prepare for retirement, the better off you’ll be. They are actively looking for the smartest way to approach the challenges of retirement and want comprehensive retirement guidance, not just an investment salesperson.
This allows us to tailor our service and expertise to the unique needs of our clients. We can help navigate this important and exciting time; advising on Social Security, timing and order of withdrawals, and limiting the overall tax liability on your investment income as you draw down assets.
Diligent Savers YOU’VE SAVE YOUR ENTIRE LIFE,
NOW IT’S TIME TO ENJOY IT.
While our clients don’t always consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $500,000. They are not interested in get-rich-quick schemes or looking to buy the next hot stock or fad. Their current plan consists of a stack of statements and a diversified pie chart.
Value Advice Expert Guidance
Our clients are looking for a trusted partner to help do the heavy lifting and put a plan in place to make the most of their retirement because they know their retirement is too important to manage alone. They want to delegate all of their retirement planning and investment management to us.
What You Will Get