To have a successful retirement you need a plan.  We believe planning is the most critical element to pursuing financial success.  We put together extremely detailed, yet flexible financial plans for our clients in order to help them achieve their financial goals. We hold regular meetings whether it is face-to-face, over the phone or on a Zoom call to manage clients' investment strategies and make any necessary adjustments needed.  We do NOT have minimum account sizes, as our strategies work for clients with great wealth and for clients just starting out.