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Whom We Serve

Individuals and couples who are retired, or close to it.

We help individuals and couples retire to a life that they love. We specialize in retirement planning for men and women (actually mostly women) who are retired or typically 5 years or less from retirement.

Doctors, educators, executives, health care administrators and small business owners

Many of our clients are busy professionals and/or business owners who are close to retirement and trying to make sense of all of their assets and how they can replace their paycheck in retirement. For Wealth Management and Financial Planning purposes, we take pride in staying up to date on relevant employee and executive benefit packages of local organizations like the University of Vermont, UVM Medical Center, IBM, GE Healthcare, Dealer.com/Cox Automotive, Keurig Dr. Pepper and The State of Vermont*, to name but a few.

Divorcees

We help individuals during and after the divorce process (mostly toward the end and after) make smart planning decisions. As a Certified Divorce Financial Analyst (CDFA) I have gone through an intensive training program to become skilled in analyzing and providing advise related to the financial issues of divorce and Divorce Financial Planning. I am a member of the Association of Divorce Financial Planners and the Institute of Divorce Financial Analysts.

Widows/widowers and inheritors

Many of our clients have gone through transitions due to death and/or an inheritance.  We are dedicated to helping them take control of their finances with confidence and pride.  

Diligent savers

While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving they have accumulated a retirement nest egg of at least $250,00.

Nice, open minded people

We’ve discovered that we work best with nice, open minded people. It sounds simple because it is. Life is too short. Why not have relationships we enjoy?

Looking for a trusted partner

Our clients understand that their financial security is too important to be doing it all themselves, and they understand the value of having personal advice to help them make the best decisions about their money. That gives them more time to create a life they love.

If this sounds like you, and you have saved at least $250,000 towards your retirement, then we'd love to chat with you. If you don't meet this criteria, don't worry – there are still ways that we can help. We have worked hard to ensure we provide a wide range of alternatives so that everyone has the opportunity to gain financial insight and confidence. We have intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you fall outside of our financial minimum then a great step is for you to do a financial plan with us.

*University of Vermont, UVM Medical Center, IBM, GE Healthcare, Dealer.com/Cox Automotive, Keurig Dr. Pepper and The State of Vermont, Private Advisor Group, Antoine Williams & Associates Financial Services are separate entities.

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