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Our Clients

Although we are determined to assist any client with his or her financial planning, our client base is primarily represented by seniors, pre-retirees, and retirees.

After working hard their entire lives, these clients trust us to help achieve the income required for the remainder of their lives. We take that trust seriously and are committed to help protect the efforts that have culminated in our clients’ careers and livelihood.

Ultimately, we work to keep our clients safe, and inspire confidence in their financial futures.

Just as we represent a legacy, following our father’s professional pursuits, we consistently serve our clients and their families - creating clients for life.