Who We Serve

We specialize in working with married couples prior to and into their retirement years, who are seeking professional, personalized, tax and financial planning services. If, like most of our clients, you don’t know what you don’t know, it may be beneficial for you to “take the next step.” Many clients come to us with their financial life “all over the place” and they don’t know where to start.

We believe that in order to create a realistic plan for the future, both parties should be invested in the process, and therefore we conduct all meetings with both husband and wife present.

What if I don’t fit the typical client profile?

We do accept clients that fall outside of our typical client profile on a case-by-case basis. The Financal Review Service we offer is a great plan for those in various stages of the Financial Life Cycle. Please do not make an assumption we will not be a good fit for you before giving us a chance to share with you the benefits of fee-only financial planning.