You may be a good fit if:

  • You are an empty nester with needs centered on you.
  • You are retired or thinking of retirement and want planning, tax preparation, and investment management and have investible assets greater than $1 million.
  • You have an investment, retirement, or tax planning challenge hampering retirement.
  • You have saved for retirement and now need to know how to spend in retirement.
  • You are a delegator more focused on enjoying retirement and accommodating to expert guidance and desire an ongoing advisory relationship.