We feel it is our job to make sure people don’t run out of money. For most retirees, their concern is not that they don’t live long. Their biggest concern is that they live too long! We want to make sure you have enough financial resources to last a lifetime.

We deal with people’s what-ifs in life. What if a loved one is gone prematurely? What if you run out of money because you live too long? We can help you prepare for these what-ifs.

We have a special interview process with potential clients, encompassing your risk tolerance, tax bracket, objectives, family dynamics and ultimate life goals. We will not make a recommendation until we know your specific situation well.

If you want to find out more about what we do, give us a call. At the initial meeting, we will be getting to know more about each other, your financial situation, and to see if there’s any room for improvement in your overall financial plan.