Who We Can Help
There is no typical Retirement Education Consultants client and no one-size-fits-all solution. We offer no cookie-cutter solutions.
We work with people that recognize the need for quality, straightforward advice:
People who are serious about using their financial resources to seek identified goals.
People who would like professional help in making intelligent financial decisions and in taking appropriate action and who are capable of working in partnership with an advisor toward the pursuit of their financial goals.
People who will communicate honestly their feelings about whether the professional relationship is meeting their expectations, and if not, whether adjustments can be made that allow the relationship to work effectively.
Among our clients are:
- Individuals and families
- Successful business owners and former business owners
- Executives and professionals
Are we the right people to work with you?
We believe selecting the professionals who can help you manage your financial resources is one of the most important decisions you will make. We urge you to invest the time necessary to choose wisely.
Before deciding upon any plan of action you should be comfortable with our professional background, our communication style, the structure of our firm, the manner in which we provide financial services and the ways in which we are compensated.
At the same time, we need to learn enough about you so that we can give you an initial assessment of the range of services and strategies that might be appropriate for you.
A decision to work together is always subject to change, on your part or ours. If you feel or we discover you would be better served working with others, we will assist you in whatever way we can to find someone appropriate and to help you get started with them.
See our Investor Profile.