WHO I SERVE

image of a mature couple riding in a convertible.

I primarily serve investors who are retired or are focused on planning for retirement.  They want to know that they are living within their means and will not run out of money.  They do not want to risk a financial decline that will put their lifestyle and security in question.  My clients who are retired are still active and pursuing their varied interests, from spending more time with family and traveling to pursuing business and charitable interests.