Our Clients

What Sort of Person Do We Work With Best?

We help our clients experience their own version of an Incredible Retirement – doing What You Want, When You Want

The client we serve best is a married couple or widow(er) age 50+ with at least $500,000 in savings and investments. You are “young at heart” and live an active life. You are passionate about family, helping others, making your community and the people around you better. You are a high level professional or mid and upper level manger.

We work exceptionally well with Long Term Corporate Career employees, especially Lockheed Martin employees.

You’ve worked hard, saved well, and value professional advice. You’re not a major risk taker but do understand you need more than just guaranteed income. You don’t micromanage, but rather delegate so you can focus your attention on people, issues, and hobbies that are of core interest to you. Even if you can handle things on your own.

You want us to focus on managing your investment assets and to be proficient in tax and legal matters. You don’t expect us to do everything financially, but rather coordinate with other professionals we introduce you to or who you already have relationships with.

At our meetings we talk about your life, family, travels, as well as your money. You want to know that we are carefully watching over your assets and discretionarily making smart decisions, so you do not have to.

Your primary financial concern is to make sure that what you have worked hard for is managed with care, and that you will always have enough to live your life without having to worry about money. You also want to ensure the people you care about and organizations you support are the beneficiaries of what you leave on this earth – NOT the government!