Team

Our Team

We are a Richmond headquartered advisory firm focused exclusively on those in and planning for retirement. As retirement specialists, we work to help our clients make wise retirement decisions, and then, grow and protect their retirement income. Our dividend income strategy is designed toward a goal of delivering our clients an income positioned to rise each year.

Our Principles Our Pledge

01. Experienced

Since you’ll probably retire just once, it’s hard for you to be experienced at retirement. That’s where we come in. With over 140 years of combined experience, we doubt there’s a retirement situation we haven’t seen. We’ll put our experience to work for you.

02. Credentialed

Our team is highly credentialed. Certified Financial Planner, Chartered Financial Consultant, Chartered Retirement Planning Consultant and Master of Science in Gerontology are among the certifications and degrees held by our team members.