Who We Serve

I do my best work for couples who are over the age of 55 and retired or almost there (within 5 years).

My clients typically live in the Northwest Suburbs of Chicago, are busy with life and nice, fun people to work with.

Many share these common traits…

  • Have a strong work ethic modeled after their parents and grandparents

  • Are smart enough to manage their own money but choose not to

  • Love their families and enjoy close relationships with them

  • Value their health and enjoy being active

  • Are diligent savers but rarely splurge on themselves

  • Value open and honest personal relationships

  • Like the convenience of having one primary Advisor

  • Appreciate short, value-packed meetings

  • Want to avoid making mistakes or losing money to needless taxes

  • Are comfortable with my simple fee structure of assets under management

If this sounds like you, and have $750,000+ saved for retirement, we’d love for you to experience our new client process