Who We Serve
Retired, or Nearly Retired
We specialize in people who are retired or are close to it (typically 10 years or less). This allows us to tailor our service and expertise to the unique needs of retirees. In addition to this, we also help people who are working but typically have greater than $500,000 in investable assets for us to manage.
Diligent Saver
Typically, our clients have spent a lifetime living more frugally while saving for retirement. Through diligent efforts, they have built up enough for them to enjoy their retirement.
Our Specialty
We specialize in people who have worked for PG&E, AT&T, or Kaiser. We’ve developed extensive knowledge of these employer’s retirement plans to help guide our clients to maximize their benefits.
Looking for a Trusted Advisor
Our clients understand that the success of their retirement is too important to be doing it themselves. They choose to delegate the management of their finances and understand the critical importance of having expert guidance.
“Planning is bringing the future into the present so that you can do something about it now.”