Who We Serve Best
Our Retirement Readiness Review™ is designed for retirement-focused investors who want a clear plan and a trusted partner for the road ahead. We’re potentially a great fit if you:
✅ Have $1 million+ in investments (excluding real estate).
✅ Want to be informed and involved, but prefer to delegate investment management.
✅ Value professional guidance and disciplined decision-making.
✅ Care about lowering taxes, protecting your lifestyle, and investing wisely.
✅ Believe retirement is too important to “wing it” or manage alone.
If you’ve worked hard to build your wealth and want a long-term relationship with an advisor who cares about your life—not just your money, you’re in the right place. If you align with this, let's explore working together. You may schedule a short introductory call at the bottom of this page.
Note: To maintain high-level service and attention, we only onboard a limited number of new client relationships each year.
Free Retirement Readiness Review™
A 3-step process to help you evaluate our services and see if we're a good fit.
Step #1: Schedule 15-Minute Call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn't see Podiatrist if you needed heart surgery!
Step #2: Goals Meeting
Like a doctor, it's important to diagnose before we prescribe.
The next step is meeting in-person or virtually. During this 1-hour meeting, we will get crystal clear on your retirement goals, needs, and concerns.
Step #3: Retirement Readiness Review™
With your Retirement Readiness Review™ complete, we will have another 1-hour meeting to review our ideas and suggestions.
We'll explain exactly what you can do to improve your investments, reduce taxes and retire successfully.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren't a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."