My Clients

It is never too early to start planning for retirement, but the longer you wait, the harder it is to catch up.  From my experience, the biggest impact on somebody’s financial life is when they are five to ten years away from retirement.  Often, they have already accumulated significant assets to work with and have enough time left to make the adjustments that are needed.  After that, my abilities to make a real difference start diminishing.

Many of my clients are decades away from retirement, so much of my planning tends to be more hypothetical.  As life events happen (marriage, birth, job transition), I will develop investment strategies designed to help generate wealth so we can more clearly anticipate what their retired life will be like.

For this reason, I do not have a minimum amount of assets requirement.  I want to work with you to help you get where you want to go.

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