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.

Diligent Savers

Our clients have built their wealth over a long period of time thanks to decades of diligent saving, frugal living, and sacrifice. Our clients have accumulated a nest egg of at least $1 million to be managed responsibly for a fulfilling retirement.

Friendly, Engaged People

We only work with clients who are genuinely friendly and engaged in their financial planning. We share a mutual respect with our clients and learn from one another to build customized, comprehensive financial plans.

Trusted Partners

Our clients are looking for a trusted partner to help them manage the next important stage 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 $1 million saved toward your nest egg, we would love to speak with you. 

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.