Individuals Over Age 50

We specialize in people who are retired or are working towards it.

Diligent Saver

While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and living below their means, they have accumulated at least $1 Million of investable assets.

Tax Conscious

Taxes are typically one of our client’s largest expenses in retirement. As CPA’s and financial planners we incorporate tax savings strategies into everything we do.

Nice People

While it may sound cliché, we only work with genuinely nice people with whom we share a mutual respect.

Looking for a Trusted Advisor

Our clients understand that the success of their personal financial goals is too important to be left to chance. They understand the value of receiving the expert guidance we bring.

While we would love to help everyone, we have intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest that you visit letsmakeaplan.org to find a Certified Financial Planner near you.