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Ideal Client





We work with people who are ready to get serious about retirement.

Usually, our clients come to us for 1 of 2 reasons:

Considering Retirement


  • Are over 50 and ready to focus on their own finances, after successfully launching their kids.
  • Not sure on their retirement date, but probably within the next 5-10 years.
  • Want to know, “when can I retire?”
  • Want comprehensive financial guidance, not just an investment salesperson.
  • Have questions on how best to save with their 401(k), company stock plans, and outside investments.

Retiring Soon


  • Are over 60 and have an idea of when they want to retire.
  • Have questions like, “how much can I spend in retirement?” & “am I going to be okay in retirement?’
  • Need help with the retirement details like social security, pension, 401(k) rollovers, Medicare, health insurance, company stock plans.
  • Want comprehensive financial guidance, not just an investment salesperson.
  • Need guidance as they approach the biggest financial change of their life.


If this sounds like you and you need help putting the pieces of your retirement puzzle together:

START HERE