Our Clients

We currently assist multiple families from across the country, managing their assets and providing them with financial planning advice. We serve as our clients’ personal chief financial officer to assist them with all their financial needs and are always available to answer any questions they may have. Our goal is to help our clients live the life they have always dreamed of by organizing and simplifying their financial lives.

Our typical client is someone 50 and older who is concerned with retirement. They would like to know if they have accumulated enough assets to retire, when they can retire, how to manage their assets in retirement, and how much they can spend in retirement. We help answer these questions and work towards a plan that will allow them to maintain their pre-retirement lifestyle and do the things they have dreamed about in retirement.

For clients who desire us to manage their investments, we have an investment minimum of $500,000. Many of our clients are in Connecticut; however, with the help of technology, we can work with anyone in the United States. Many of our clients have retired to other states and we continue to advise them and manage their investments even after moving. We like to check in with all our clients twice per year, either in person, over the phone or through video conferencing. We can accommodate more frequent check-ins and are always available to speak with clients at any time.