Overview

Who-We-Work-With-Overview[1]

Our clients are, typically, in retirement or planning for retirement. They have chosen to work with a trusted CERTIFIED FINANCIAL PLANNER™ professional to help them reach their goal of a quality lifestyle in retirement and financial independence.       

The two major areas where clients rely on our guidance and expertise: 

  • Implementing tax-efficient strategies for retirement income accumulation and distribution

  • Providing sound investment management to protect against unexpected events, such as bear markets, high inflation, increasing taxes, and impending health care costs