Jarvis Financial

we specialize in people who are retired or very close to it (typically 5 years or less). this allows us to tailor our service and expertise to the unique needs of retirees. while our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $750,000. this might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect. our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.