How Do I Know If I’m a Good Fit?
We are retirement planning professionals and provide the greatest value to:
- Individuals over age 50 who are retired or want to know they have the ability to retire one day.
- Diligent savers who have accumulated investment and retirement assets of $1,000,000 or more. (Excluding real estate.)
- People who want to delegate retirement planning and investment management to a professional so they can spend time on things that matter most to them.