In the course of doing financial planning for clients. One of the primary questions that I’m asked is how much am I going to need in order to retire? Well, it depends. But if you think about it there’s really three different groups of people. You have your upper middle class type of retiree. They usually has somewhere between a half million and two million in assets. A upper class retiree has between two and five million of assets. And what would be considered wealthy, five million plus. Now, typically, the more assets that one has, the higher their standard of living.

Celebrating 25 Years of Growth, Gratitude, and Great Clients
Celebrating 25 years in business! Read our message of gratitude (or watch the video) as we reflect on our journey, the growth of our team, and the incredible clients who made it all possible.