Who we serve

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 We focus on those who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees. 

 Our clients wouldn’t necessarily consider themselves rich; but they seem to have spent many years saving. Being mindful of their spending combined with their saving efforts have allowed them to create a sizeable nest egg. 

The success of your retirement is far too important to be a Do-It-Yourself project. Our clients understand the value of having expert guidance and that’s why they chose to work with us.