Who We Serve
Our typical client is someone who may be concerned that they will outlive their money; someone who is overwhelmed with their financial and investment options; someone who is afraid that another 2008 market downturn will come along and wipe out their investments, forcing them to drastically change their lifestyle.
We are focused on helping clients who want to prepare for the day they stop working and to continue to live well in retirement. We are here for retirees who are concerned that their current situation will not meet their retirement income goals. We are experts in dealing with the multitude of savings and retirement income options, such as IRAs, trusts, real estate, and Social Security, while also sorting out and prioritizing multiple accounts, legacy desires, and dependent issues.
These are complex issues, and we pride ourselves in being able to take the time to explain complicated financial situations in simple terms, helping our clients understand the important financial decisions they have to make.