Our Clients

The clients we work with best are typically in their "second half" of life (age 50+). They may be within a few years of retirement, already enjoying retirement, or actively engaged in an Encore Career beyond what's traditionally considered normal retirement age.

They understand how important it is to properly plan their Retirement Transition and to conduct periodic check-ups to make sure they stay on track. They also value having their portfolio managed by a professional who "plays defense" to help protect them from large investment losses or from shooting themselves in the foot.

They tend to consider themselves just "regular folks," salt-of-the-earth middle and upper-middle Americans. If they have significant wealth, you probably wouldn't know it because they don't wear it on their shirt sleeve.

They delegate much of the financial heavy lifting to a trusted advisor because they prefer to spend their time with the people they love and the interests they enjoy most, instead of watching markets, making investment decisions, and managing financial details.

Clients we have worked with include:

  • Accountants
  • Attorneys
  • Architects
  • Doctors and dentists
  • Entrepreneurs and business owners
  • Teachers, professors, and education administrators
  • Executives (director, general manager, CFO, operations)
  • Ministry professionals and social workers
  • Sales professionals
  • Families who inherited substantial money
  • 401(k) and 403(b) retirement plan sponsors