Who I Serve
I work with people who are ready to get serious about retirement. Usually, clients come to me for 1 of 2 reasons:
CONSIDERING RETIREMENT
TIM & LISA
Are over 50 and ready to focus on their own finances, after successfully launching their kids.
Not sure on their retirement date, but probably within the next 5-10 years.
Want to know:
“Where do I stand today?”
“When can I retire?”
“Do I need to be saving more?”
Want comprehensive financial guidance, not just an investment salesperson.
Have questions on how best to save with their 401(k), company stock plans, and outside investments.
RETIRING SOON
Are over 60 and have an idea of when they want to retire.
Have questions like:
“How much can I spend in retirement?”
“Am I going to be okay in retirement?”
“Is my portfolio suitable for retirement?”
“How do I create income out of my portfolio?”
Need help with the retirement details like social security, pensions, 401(k) rollovers, deferred compensation, company stock plans, Medicare
Want comprehensive financial guidance, not just an investment salesperson.
Need guidance as they approach the biggest financial change of their life.
JAMES & MOLLY
Retired, or close to it
We specialize in people who are retired or very close to it (typically 10 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
Looking for a trusted advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance of a CFP® professional
Diligent savers
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and conscience living they have accumulated a retirement nest egg.
Nice People
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.