We believe in being upfront about who we serve best. Not every advisor is right for every person, and we want to make sure we're the right fit for you before we start working together.
Our comprehensive planning approach is designed for those with significant assets who need sophisticated tax and retirement strategies. This threshold allows us to provide the depth of service you deserve.
Our specialty is navigating the critical transition into retirement - when tax decisions matter most and mistakes are costly. We help you optimize Social Security, manage RMDs, and create sustainable income.
If you believe taxes will be your largest expense in retirement and want a proactive strategy to reduce them, we're aligned. Tax planning isn't an afterthought for us - it's central to everything we do.
We're not interested in one-time transactions. We build lasting relationships with clients who want ongoing guidance, regular reviews, and a trusted partner for life's financial decisions.
We never earn commissions or sell products. Our only compensation comes directly from you, ensuring complete alignment with your interests.
We're legally obligated to act in your best interest - always. No hidden agendas, no conflicted advice, just guidance focused on your goals.
We're not owned by a bank, insurance company, or Wall Street firm. We answer only to you, with no corporate sales quotas or product pushing.
You're looking for someone to simply execute trades or pick stocks
You prefer a hands-off, "set it and forget it" approach without regular reviews
You're seeking the lowest-cost option regardless of service level
You have less than $750,000 in investable assets (we'd be happy to recommend other resources)
There's nothing wrong with any of these preferences - they're just not our specialty. We'd rather be honest upfront than disappoint you later.
The best way to find out is a brief, no-obligation conversation. We'll learn about your situation, answer your questions, and together determine if working together makes sense.
Best for pre-retirees and retirees with $750K+ in investable assets
No pressure. No obligation. Just an honest conversation about your retirement.