Who We Work With
Our Clients Are At a Time in Their Lives When Financial Planning Is Critical
We work with those who have saved diligently throughout their lives. They’ve worked hard for all they have, and they’re what some might call “the millionaire next door.” Most of our clients are in their mid-life stages or their golden years, and they’ve come to us to enhance their financial strategy and figure out a plan for their next life stages.
We serve many pre-retirees with careers at AT&T and are familiar with the options available to them, but we work with clients across all professions.
Wondering if We’re a Good Fit?
In your life chapter, you have a lot to think about. We’re here to make things a bit smoother. Maybe you are…
- Still in your career stride, but your kids are out of the house and in college, and you’re starting to seriously think about what it will be like when you’re off payroll.
- Transitioning to a more fulfilling path to enjoy the last dance of your career days but want to establish a plan to do it successfully.
- Currently retired but want to make sure you’re on the right track for a lifetime of financial stability and need to finalize your estate plan.
- Getting ready to retire but would like guidance on how to best make the shift—and to know if you’re in a financially healthy place to do so.