Who We Serve

While many of our clients would not consider themselves “wealthy,” thanks to a lifetime of diligent saving and thrifty living, most have accumulated a retirement nest egg of at least $500,000 before hiring us. 

We will only work with genuinely nice people. We have a mutual level of respect with all of the people we work with. We partner with nice people to help them achieve financial success.

Our clients understand the success of their retirement is too important to be doing it themselves, and they understand the value of having professional guidance. We have decades of experience and a host of credentials to bring knowledgeable guidance to your money.

Enjoying a comfortable retirement is the top financial goal most people have. We specialize in helping people plan for retirement and meet their financial goals along the way. Our goal is to help ensure you can retire and be sure you can stay retired.

Retirement plan administrators have a lot on their plate. We help you maximize your retirement plan by shouldering some of their burden so you can focus on your business. Our clients have a focus on high pre-tax savings, their participant’s retirement readiness, and their own fiduciary responsibility.

Those in charge of businesses, medical practices and law firms have unique needs. We help coordinate the aspects of your business with those of your personal life to help you achieve your financial goals.

Since our founding in 1976, we have had a focus on working with physicians and those in the medical field. With unique situations and special liabilities, working with a specialist who understands your needs is critical. We are pleased to have one of our core focus areas supporting medical professionals and their practices. Our founder has served on the board of one of the region's largest hospitals and continues to be involved to this day.