I deal with retirees from large companies that need to have their 401k and pension buy outs managed for long term income. I try and work with my target group a few years prior to retirement and help them grow their assets and prepare for retirement. I also help them with estate planning issues. I also have a number of very high net worth clients who I manage for growth and income.
My goal for being on the site is to find a smaller, $10m to $20m practice, or piece of a practice to purchase to grow my business.