We deliver the greatest value when we work with families whose financial situations match our expertise of tax-efficient retirement planning.
If this doesn't sound like you, please feel welcome to reach out anyways. We'll be happy to introduce you to a planner who might better suit the advice you need.
Our Typical Clients Are:
We specialize in partnering with families who are at or nearing retirement and need help figuring out how to replace their income and put the pieces together in a tax-efficient way.
The families we serve have worked hard and saved diligently throughout their careers. They've often built most of their nest egg through their work retirement plans over time, and need help understanding how to create a paycheck from their investments in a way that will serve both their current and future needs.
Our clients place great value on how they spend their time and energy. They are typically seeking a partner to collaborate high level and delegate the details so they can spend their time with the people they love doing the things they enjoy most.
We work with hard-working families who tend to live within their means and don’t consider themselves materialistic. They value relationships and experiences over things, and see money as a tool to live life; not to emphasize status. We consider it our job to ensure they spend their money in a way that supports their version of a fulfilled life.
The relationships we have with the families we serve are intimate and long-term. For that reason, it's important that we have good rapport and mutual respect for one another. We understand we can't be all things to all people, and prefer to make a difference in the lives of people we naturally get along well with.
Please Note: While we don't have a minimum investment requirement, our annual fee (which includes both financial planning and investment management) begins at $8,000 per year. As a fee-only and commission-free firm, transparency is critically important to us. Prior to any engagement, you'll know exactly what you would pay in fees and what you can expect to receive from us in order to make an informed and educated decision about working with our firm.