Who We Work With
We work closely with business owners of all sorts - we invest corporate funds and ensure cash is available
when needed. We will coordinate the sale of a business or transition to the next generaltion.
We work together with yourbusiness professionals including your legal and tax people.
We specialize in people who are retired or getting close to it. This allows us to tailor our service and expertise
to the unique needs of retirees. Our retirement planning process and technology is second to none!
While some of our clients may not consider themselves "rich", thanks to diligent saving and frugal living, they
have accumulated a retirement nest of egg of at least $500,000.
We take pride in the trusted relationship we have with our clients.