Who We Work With

Retired or Close To It

We specialize in working with people in retirement or very close to it (typically less than 5 years). This allows us to tailor specialized services to a unique group of people.


Through a lifetime of diligent saving and frugal living, have accumulated retirement and investment assets of $500,000 or more (excluding real estate).

Seeking a Trusted Advisor

Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.


Whether you are single by choice, by divorce, or widowed, your planning needs are special.

Although many of our clients are couples, our firm will always prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women in my life.

I was raised by a single mother. In fact, I never actually knew my biological father. He left before I was one year old. I know I will never truly understand the sacrifices that my mother made to make my life as normal as possible. Not only did she make sure I never did without, but she also became a very successful business owner in her own right.

The man who served as my father figure (and the man I called "Daddy") was my grandfather. He and my grandmother played a significant role in my life. However, he passed away when my grandmother was only 62 years old. After more than 40 years of marriage, she had barely driven a car on her own, much less been left to make important financial decisions.

My wife of 26 years, Dawn, has been by my side in good times and bad and literally in sickness and in health. Not only has she been more than I could have ever hoped for in a wife, but she is also an amazing mother to our two children.

And nothing can bring me to tears quicker than speaking of my daughter. She has become an amazing young woman and inspires me to be the best man and father I can be.

These amazing women are my "Why."

Retirement Solutions

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