My Typical Clients Are:

Retirement Focused    

  I specialize in working with people who are retired or very close to it (typically 10 years or less). This allows me to tailor my service and expertise to the unique needs of retirees.

Diligent Savers

While my clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and wise spending they have accumulated a retirement nest egg of at least $250,000.

Looking For A Trusted Advisor

My clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance so they can spend their time enjoying the fruits of their labor.

Nice People

This may sound cliché, but working with genuinely nice people and making a difference in their lives is what it’s all about for me. I also try to be genuinely nice too!