Broker Check

Who We Serve

Age 50+ Focused on Retirement

We specialize in working with "empty nesters" who are approaching retirement (or already retired), which allows us to tailor our service and advice to the unique needs of retirees

Good Savers

Our clients are normal people, who thanks to a lifetime of hard work and diligent saving they have accumulated a nest egg of at least $500,000.

Nice People

As much as it seems obvious, we want to work with nice people.  We believe in long term relationships with our clients.

Looking for a Trusted Advisor

Our clients understand that a successful retirement is not something they want to venture into alone and value expert guidance on their journey.