We are honored to have clients who have entrusted us with advising them on their finances for well over a decade. Our clients recognize that their time and efforts could be better spent doing what they’re good at and/or enjoy. Their time is valuable and they consider themselves – delegators.
- Mid Career – still accumulating their retirement savings.
- Divorced – transitioning to the next phase.
- Near retirement – soon to be transitioning to another income source; want to maximize social security benefits.
- Retired – wanting to get the most out of their income while preserving their lifestyle.
- Widowed – transitioning to new way of life and potentially income.
- Small Business owners – saving and protecting what could be their largest asset.