What We Do
We are an independent Registered Investment Advisory (RIA) that focuses on increasing clients probability of success in retirement. We focus on individuals 55 +. Majority of our new clients are 55 to 70, which would be the target age demographic. The most common clients have investible assets ranging from $250,000 to $3,000,000.
Our Ideas and Additional Information:
The attached logo is closely related to the Northwest Planning Advisors. It is the insurance arm of our practice. Not too big of a fan of the orange and yellow, but if we can use elements that are similar that might make some sense.