Our Clients
Our Services Are Appropriate for Clients Who:
- Are retired or are planning for retirement; we also work with their families.
- Lost a spouse and want professional help with their finances.
- Received an inheritance or other large sum of money and need help managing it.
- Are not receiving the type of service they want from their current financial advisor.
- Note: If you are changing advisors because you expect high returns without taking any risk, our practice is not appropriate for you.
- Have $500,000 or more of investable assets.