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We assist individuals and families with a wide variety of financial circumstances but, we have a focus on people who are retired or close to it (typically 5 years or less).
Many of our clients probably don’t see themselves as “rich”, but thanks to many years of diligent saving they have typically accumulated a nest egg of more than $500,000 and although an exception may be made we typically require a minimum of more than $100,000.
Although it may sound a bit cliché, we believe in only working with genuinely nice people with whom we share mutual respect.
Our clients understand the success of their retirement is too important to just leave to chance and believe in the value of having expert guidance.
Managing a nonprofit organization or a small business presents many significant challenges. We are here to help through it all. We’ll work with you to develop a plan that’s long-term and strategic that will lead your mission or business now and into the future.
We have years of experience helping former and current employees of Dow Chemical, Frontier Communications and CAMC with retirement planning and investment management.