Who We Serve

Financially Independent (or close to it)

We feel we work best with clients who are nearing or have attained the status of “financial independence.” Typically, these are individuals and families planning for retirement, a business sale, or folks who have gone through something similar and are looking for a new relationship.

Diligent Savers

While many of 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 $250,000.

Looking for a Trusted Team

Our clients understand that the success of their retirement, the transfer of wealth from one generation to another, or protecting your loved ones in an event of a tragedy is too important to do it themselves. They understand the value of having expert guidance.

Business Owners

Being an independent business owner, we know from a first-hand basis what small business owners face and understand the ups and downs of owning a business, along with the opportunities.

If this sounds like you, we would love to speak with you. Click here to Contact Us.

A special note…often, clients will refer their friends and family to us. We’re happy to work with them - even if they don’t meet the criteria above. In the event their needs are outside of our scope of expertise (or if you weren’t referred by an existing client and don’t fit the criteria above), we suggest visiting letsmakeaplan.org to find a Certified Financial Planner.