Who We Serve
Our prospects consist mostly of pre-retirees and retirees, but we also enjoy helping young investors get on the right path. Everyone should invest early in life if they want to retire with a comfortable nest egg.
The trick: Start early, stay consistent.
We primarily serve individual investors who need and value our guidance. We maintain and grow our relationships by staying in touch with the changing needs of our clients, including estate planning issues, beneficiary reviews, and life, health, and long-term care insurance reviews.
You can always expect to hear open and honest assessments of your needs. If you can’t afford to retire just yet, we will tell you that – even if that means losing you to another investment firm. Realistic expectations are vital to the advisor-client relationship.