How are you different than other financial advisors?

There are three really important things about our firm that separate us from others:

  1. We specialize in working with people planning for retirement and/or emerging from divorce after 50. We are retirement specialists focused helping you build the financial foundation for a meaningful second act.
  2. We don’t work with everyone! We think we are nice people. We want to work with nice people!
  3. Money is important. But it’s not the only thing. We see money as an important tool providing the security to allow us to lead a life rich in human relationships and the 3 Gs: gratitude, generosity and growth.