What kinds of clients do you work with?
Our clients are typically individuals or couples approaching retirement, or already retired. We also work with numerous independent women: women who are widowed or divorced.
How safe is my money with you?
We do not have custody of any client assets. All funds are held by Charles Schwab And Co. Withdrawals are sent directly to the client and never through the advisor. Be aware, however, that as with any investment advisor you can lose money due to declines in market values.
How do you get paid?
Our fees are based on a percentage of assets under our management. See our Firm Brochure for more details. We also work on an hourly or flat rate to do comprehensive financial planning.