Retired, or close to it
People who are retired or within 5-10 years of retirement and looking to reduce taxes in retirement
Diligent savers
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving, they have accumulated a retirement nest egg of at least $500,000.
Independent women who are looking for a financial partner
We teach independent women how to prepare for a successful future and a life they love.
Busy professionals over age 50
Many of our clients are busy professionals who are trying to make sense of all their assets and how they can replace their paycheck in retirement. We also help them understand their employee benefit packages and retirement accounts.
Looking for a trusted partner
Our clients understand that their financial security is too important to be doing it all themselves and that you can’t Google your way to financial success. They understand the value of having personal advice to help them make the best decisions about their money, also allowing them more time to create a life they love.
Nice people
We’ve discovered that we work best with nice, open minded people. It sounds simple because it is. Life is too short. Why not have relationships we enjoy?
If this sounds like you,
and you have saved at least $750,000
toward your retirement,
we would love to speak with you.
Complimentary eBook:
Choosing the Right Strategies for Insurance and Estate Planning
Our eBook Answers Critical Insurance and Estate Planning Questions!
Insulate yourself
from the crush of higher taxes
IMPORTANT QUESTIONS TO ANSWER NOW BEFORE IT’S TOO LATE
Are you doing everything you can to protect yourself from higher taxes in retirement? Download our complimentary guide and find out today!
