We specialize in working with people who:

  • Are a retiree or pre-retiree who enjoys open, honest and genuine personal relationships
  • Can handle the truth regarding their current financial situation and asset structure
  • Are committed to implementing a written financial strategy in order to pursue important goals in life
  • Wants the freedom and simplicity of having their financial assets under the watchful eye of a trusted Financial Advisor
  • Is a true financial delegator who seeks, respects and follows our professional advise
  • Takes action based on diciplined financial planning objectives instead of reacting to changing  world events and outside opinions
  • Is comfortable with our non-commission asset fee structure based on investment assets in excess of $500,000 under management