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:
Retirement Focused
We specialize in partnering with families aged 55+ 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.
Committed Savers
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.
Delegators
Our clients place great value on how they spend their time and energy. They are typically seeking a partner to collaborate at a high level and delegate the details so they can spend their time with the people they love doing the things they enjoy most.
Intentional Spenders
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 for living, not as a means 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.
Good People
The relationships we have with the families we serve are intimate and long-term. For that reason, we must have good rapport and mutual respect. We understand we can't be all things to all people and prefer to make a difference in the lives of those we naturally get along with.
Please Note: While we don't have a minimum investment requirement, all advisory relationships are subject to a $8,000 annual minimum fee. This all-in fee covers ongoing retirement and tax planning, as well as management of your investments. As a fee-only and commission-free firm, transparency is critically important to us. Before any engagement, you'll know exactly what you'll pay in fees and what you can expect from us, so you can make an informed decision about working with our firm.