Who We Serve
Retired, or close to it
We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $750,000.
This might sound cliché, but we will only work with people we enjoy and with whom we share a mutual respect.
Looking for a trusted advisor
Our clients understand the value of having expert guidance and a trusted advisor in their family's corner.
If this sounds like you, and you have saved at least $750,000 towards your retirement, we would love to speak with you. Let’s get in touch.
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest that you visit letsmakeaplan.com to find a Certified Financial Planner near you.