· Fee based portfolio management
· Retirement planning
· Financial planning

for retirees, pre-retirees, those who hope to retire someday and even those who never want to retire. People Who Benefit the Most from Our Services:

Almost always...
· Have an investment portfolio from $250,000 to $10,000,000
· See the management of their investments as somewhat of a burden
· Want someone they can call whenever they have a financial question or problem who will provide them with an answer or solution or who will refer them to another competent professional who will
· Dislike losing money more then they like making money

Usually...
· Are age 50 to 85
· Do not think of themselves as financially wealthy
· Have strong self-esteem but downplay their success
· Are good providers for their families
· Want good investment returns but want to sleep at night
· Like an educational style of presenting ideas but don't want to be overloaded with information or to become a financial expert
· Want their financial advisor to understand them and help them avoid mistakes
· Want to plan for and maintain a secure retirement
· Appreciate common sense, simplicity and the “bottom line”
· Like to be appreciated
· Value peace of mind, security and happiness
· Are not impressed with fancy advertising and glossy brochures
· Are cost conscious but will pay for convenience and expertise
· Spend less money than they make