Our services are designed for individuals and couples who are contemplating retirement or who have recently retired. Our clients are typically in their 50s or 60s with at least $500,000 in investable assets.
Before we begin any of our services, we spend the time to get to know you. Your values and your vision for the future are paramount to our working partnership. We aim to treat you like extended family and we hope you will come to think of us in the same terms.
Our services are broadly based on retirement including tax, insurance, estate and investment planning. Many of our clients want to know if they are prepared properly for retirement, how much they can spend and still not run out of money, and how best to make the tradeoff between income during their retirement and leaving a legacy for their children or charities.
All of our clients are offered comprehensive financial planning. The scope may vary depending on your needs but all of our clients will receive a finanical plan that will be periodically updated. Some of the topics we cover are:
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firstname.lastname@example.org | 860-414-7154