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Who We Serve

✓ Retired, or Close to it

I specialize in people who are retired or very close to it (typically 5 years or less). This allows me to tailor my service and expertise to the unique needs of retirees.

✓ Diligent Saver

While my clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $100,000. *Minimums may be waived for friends and family of existing clients.

✓ Nice People

This might sound cliché, but I will only work with genuinely nice people with whom we share a mutual respect.

✓ Looking for a Trusted Advisor

My clients understand that the success of their retirement is too important to be doing it themselves, and prefer to delegate to an expert so they can enjoy retirement.

Does This Sound Like You?

Let's get in touch

While I would love to help everyone, I have very intentionally limited the number of clients I serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, I would be happy to help you find an ideal qualified financial advisor for your needs. 

I'm probably not a good fit if YOU:

  • believe that you can beat the market, want the latest hot stock tip, chasing returns, or looking for the next big thing
  • think the government is going to collapse and all your money should be in guns and gold
  • want to talk about stock returns daily
  • someone that cannot make a decision or commitment to move forward

My prices are at or below the financial industry standard, so cost should not be an issue. Sometimes I won't be a good fit for other reasons such as bad timing, personality, and that's absolutely fine. We simply need to be efficient & respectful of each other's time and effort.