Who We Help

Our typical clients have saved $500k+, are focused on their Return on Life, and come to us for 1 of 2 reasons:

1. Considering Retirement

Mike & Lisa

  • 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 company stock and retirement plans, and what to do with their old 401(k)s.

2. Retiring Soon

Jim & Mary

  • 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: