Let Us Protect & Grow Your Savings
Wealth Management for the Next Stage
We help pre-retirees plan for and transition into retirement with careful financial planning and investment management.
Who We Serve
Our typical client is someone age 40 plus with $250,000 or more of investable assets. They are concerned about planning for a successful future.
Our clients pursue a life supported by financial independence. They don't chase riches. They seek the freedom that money can provide them. Freedom to spend their time doing what they enjoy, with the people they love, on their schedule.
For many clients that means choosing an early retirement to pursue a second career or travel. For our younger clients it means creating memories while their kids are young through travel and sabbaticals.
Tell Us About Your Goals
You have unique life experiences and aspirations. We believe your wealth strategy should be customized to reflect this and move you closer to your vision of a great life. If you have some questions and would like to explore working with us, we'd love to hear from you.
We are located in Brookings, South Dakota. You can be located anywhere.