Who We Serve
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. We specialize in wealth management and tax strategies for clients who are near retirement or have already retired, are business owners, and/or those with high-net-worth.
Who We Serve
- Retired or Close To It – We are experts in solving the problems of people who are retired or near it (typically 10 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 assets 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 typically accumulated a nest egg of at least $500,000.
- Nice People – We consider ourselves nice people, and we hope you will find that to be true. That means that we only work with nice people whom we enjoy being around.
