Who We Serve
Retired, or close to it
We only work with people who are retired. This allows us to tailor our service and expertise to the unique needs of retirees.
Retirement Accounts
We specialize in Retirement Accounts. All of our clients have these. The asset minimum for new clients is $250,000.
Nice people
We work with people who are easy to work with. We should look forward to seeing you on the schedule.
Looking for a trusted advisor
Our clients understand the value of expert guidance to succeed in retirement.
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.