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How Do I Know If I'm a Good Fit?
We provide the best advice when we serve clients with similar characteristics. Our typical clients are:
Individuals age 50 plus who are within 10 years of retirement or currently retired.
Disciplined savers who have built a retirement "nest egg" that exceeds $2 million or more.
People who prefer to delegate retirement planning and investment management responsibilities to an expert so they can spend time enjoying life.
We've worked with individuals from many great companies including....
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