Retirees and Pre-Retirees

We specialize in serving people who are retired or about to retire (typically within 5 years of retirement). We tailor our suite of services and areas of expertise to the unique needs of retirees.

Stewards of Wealth

Our clients may have built their wealth over a long period of time thanks to decades of diligent saving, or received an inheritance that they are now trying to manage wisely. Our clients have accumulated a nest egg of at least $500,000 to be managed responsibly for a fulfilling retirement.

Nice People

This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.

Trusted Partners

Our clients are looking for a trusted partner to help them manage the next important stages of their lives: retirement. They know that the decades of retirement saving they’ve done are too important to manage alone, and they understand the value of having expert guidance.

If this sounds like you, and you have at least $500,000 saved towards your nest egg, we would love to speak with you. Let’s get in touch.

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 good fit based on the criteria above, we recommend visiting letsmakeaplan.com to find a Certified Financial Planner near you.