Our Clients

Some firms set investment minimums in order to define their “optimal” clients. We take a different approach. Our best relationships are with people who desire to responsibly shepherd their finances. We’re energized by working with people who want to save for retirement, plan for their life goals, and choose spending habits reflective of living within their means. Typically, our clients belong to one of these general categories:

CLIENTS IN OR NEAR RETIREMENT

We specialize in working with retirees and those nearing retirement. Our firm advises these clients on financial planning, tax and investment issues that affect the protection of their hard-earned nest eggs and the income produced from those assets. Generally, income planning, capital preservation and estate planning are the primary concerns of these clients.

PROFESSIONAL FAMILIES

We work with numerous dynamic professionals, such as executives and business owners with minor children, who want to protect and grow their assets while saving for their growing families. As fathers of growing families, Jeff and Dan keenly understand the financial and familial challenges of this stage in life.

MOUNTAIN BIKERS

We have a passion for cycling and a deep-rooted love of the outdoors! Orange County has a strong mountain bike community, and we are happy to be a part of it. We help biking enthusiasts and those in related industries plan for the trail ahead. A great biking adventure often requires sound preparation, a willingness to overcome adversity, and a desire to reach your goals. Your financial path should share these same traits.