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Typical Clients


Titanium Advisors prepares comprehensive Financial Plans for a broad spectrum of clients, including parents saving for college and retirement, people changing jobs or careers, self-employed professionals and business owners, as well as individuals and couples at or approaching retirement from the work force.

Our long-term investment management clients typically are 50 to 65 years of age when they first engage Titanium Advisors and most have investible assets of $1 million to $3 million (or expect to achieve such level in the near future). Our clients come from all walks of life but share one common characteristic—they all have been good savers and consistently spend less than they earn.

Our clients are mainly concerned with how they are going to successfully navigate retirement and maintain their desired standard of living ahead of inflation without undue concern about spending down their life savings. The run-up to retirement starts in earnest around age 50 and requires dollar and date specific planning objectives and strategies. Our clients typically anticipate saving and investing appropriately so that their retirement savings increases by a factor of four from age 50 to age 65.