Who We Serve

AKSALA clients are the “Millionaires Next Door.”

AKSALA clients are the “Millionaires Next Door.”

These are hardworking, prudent individuals and families who saved diligently while building their business, advancing their careers and raising their families.  We respect that.  And that’s why we’re here to help you prepare for and transition into retirement.
Our advisors are retirement transition experts. We live, sleep and breathe retirement transition planning.

Let's plan

Have a Question About Transitioning into Retirement?

Thank you! Oops!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal financial foundation, identify your dreams and goals, and understand your tolerance for various market cycles. Long-term relationships that encourage open and honest communication have been the cornerstone of my success.