Who is your typical client?
We specialize in retirement planning and serve clients of all backgrounds who are saving for, close to, or already in retirement. Our main focus is creating a plan to ensure our clients don't run out of money in retirement.
We have many clients who are single, including many who are older and alone, and we pride ourselves in being able to offer high levels of service to these clients. We also have a strong relationship with the LGBTQ+ community in South Florida.