Who is our typical client?
Our typical client is someone who is nearing or already enjoying retirement with
$1 million or more of investable assets.
You value expert guidance and want to know your family and your money will always be in good hands.
Value a lasting plan
You want to know that your money is following a time-tested plan, rather than trying to guess the future of the stock market.
You want to continue giving to
your church or other causes.
Work with us: Our 3-step process
Schedule a 15-minute retirement consultation
This is a quick call to determine if we are a good fit. Bring any questions you may have. If you’re not sure what to ask, don’t worry, we’ll guide the conversation.
Retirement income plan consultation
If it makes sense for both of us, then we’ll schedule a longer consultation to discuss your retirement income plan. There is no cost and no obligation.
We’ll answer 3 main retirement questions:
- What amount of income can I expect in retirement?
- How can my tax bill be reduced?
- How can my investments be improved?
Think about it!
We are focused on long-term relationships with our clients, not short-term transactions. We want to make sure you feel like we are a good fit to work together for years to come.
When you decide to work with us, you will work with a team. Every client works with two CFP® professionals. You’ll feel comfortable knowing that you always have a team to support you.