WHO WE SERVE
Retired or near it
We are experts in solving the problems of people who are retired or near it (typically 5 years or less).
Business owners
Many of our clients are business owners. There are planning areas and concerns that business owners have that others do not. As CPAs and CFPs we give our clients confidence that one of, if not the largest asset in their portfolio (their business) is considered throughout our planning.
Savers
Our clients have spent their lifetime working hard to prepare for the future and have accumulated a nest egg of at least $500,000.
Nice People
We only work with genuinely nice people whom we enjoy being around and share a mutual respect.
We are experts in solving the problems of people who are retired or near it (typically 5 years or less).
Business owners
Many of our clients are business owners. There are planning areas and concerns that business owners have that others do not. As CPAs and CFPs we give our clients confidence that one of, if not the largest asset in their portfolio (their business) is considered throughout our planning.
Savers
Our clients have spent their lifetime working hard to prepare for the future and have accumulated a nest egg of at least $500,000.
Nice People
We only work with genuinely nice people whom we enjoy being around and share a mutual respect.
Although we wish we could serve everyone, we limit the number of clients we serve as to maintain the extremely high service and attention standards that we promise to our clients. If you feel you are not a fit for our firm based on the above, we are happy to provide a referral to a trusted advisor that would better serve your needs.