Who We Serve
Retired, or about to retire
We specialize in people who are retired or about to retire (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $1 million to be managed.
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
Looking for a trusted advisor
Our 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.
This service has a declining fee as follows:
First $3,000,000 - 0.25% per quarter
Over $3,000,000 - 0.175% per quarter
If this sounds like you, and you have at least $1 million to be managed, we would love to speak with you. Let’s get in touch.
We have a service designed specifically for those ages 22-37. For more information on this service follow this link: Millennial Rocket Launcher
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest you visit letsmakeaplan.com to find a Certified Financial Planner near you.