Yes, of course. Our firm is structured to work with clients virtually all across the country.

While we have a minimum of $350,000 of investable assets for our full-service financial planning and investment management services. We do not have any minimums for hourly consulting projects or our Focus On Retirement Blueprint Plan. 🙂

Yes! We routinely work with clients getting ready to transition into retirement as young as 50.

Absolutely not. We understand that times are changing, and some folks want only an advice relationship. Or, let’s say you’re retiring at age 55; in this circumstance, it may make sense for you to leave your 401(k) plan with your company to take advantage of the Rule of 55 to avoid paying a 10% penalty on withdrawals.