We work with people who are ready to get serious about retirement.

Usually, our clients come to us for 1 of 2 reasons:

Considering Retirement

• 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, “when can I retire?”
• 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?’
• Need help with the retirement details like social security, pension, 401(k) rollovers, Medicare, health insurance, company stock plans.
• Want comprehensive financial guidance, not just an investment salesperson.
• Need guidance as they approach the biggest financial change of their life.