Typical Clients

New clients of Titanium Advisors typically are 55 to 65 years of age when they first engage the firm and have investible assets of $2 million to $5 million. 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. They are also looking for ongoing guidance regarding Medicare insurance and income-related surcharges, social security claiming strategies, IRA rollovers and required minimum distributions, partial Roth IRA conversions, pension elections, tax minimization strategies, estate planning, charitable giving, and a host of other issues which arise before and during retirement.