Retirement Matters specializes in serving retirees and pre-retirees within 5-10 years of retirement who have already done the hard work of accumulating their wealth.

Before you can build anything, you need raw materials, and even the best wealth management plans only work if there are sufficient resources to allocate to them. While many of our clients might not self-identify as “wealthy,” they tend to be diligent savers heading into retirement with a nest egg of at least $500,000, representing a lifetime of hard work, sacrifice, and discipline with which to build their future.

Retirement planning is a difficult journey to head into unsupported, and our clients recognize the risks of trying to navigate the financial details of this new stage of life on their own. They understand the value of specialized knowledge in this area and actively seek and follow our professional guidance, as well as take an active role in monitoring and regularly updating their plan.

As an independent wealth management firm, we have the privilege of forming meaningful personal connections with our clients in a way seldom possible at large-scale firms. Put simply, for the relationship to work, we have to enjoy working with our clients, and our clients have to enjoy working with us! We aim to serve people who are genuinely kind and committed to fostering a fruitful, trust-driven partnership.