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
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.