RETIREMENT ADVICE FOR THOSE WHO CAN'T AFFORD TO GET IT WRONG.
A LOT MORE THAN JUST INVESTMENTS
Check Our Best Fit Boxes?
- You're worried about not knowing what you don't know.
- You've saved and built a nest-egg, but you're worried about outliving your savings.
- You want to collaborate on the big picture, but delegate the investment management.
- You feel overwhelmed and want some help making all the decisions you have to make.
- You want to follow a process that helps you navigate retirement with confidence and less anxiety.
START THE RETIREMENT
JOURNEY TODAY.
1- Schedule an Intro
As a small boutique firm we can’t be everything to everyone, and are not a good fit for the majority of people, but we can provide tremendous value for those who are. Determing our fit for each other is the primary purpose of this 45 minute meeting.
2- No-Cost or Obligation Audit
In this 90-minute meeting, we will demonstrate how we work by analyzing your financial situation, including a review of all your documents, and sharing the top risks and opportunities you have.
3- Become A Client
If we think you’re a good fit, we’ll invite you to become a client. Then you will decide if you think we’re a good fit for you. If either of us doesn’t think it is a good fit, we’ll help point you in the right direction.
SERVICES
Retirement Planning
Retirement plans have to be adaptable. And our ongoing process ensures that it is. Acting as your retirement’s GPS, we’ll recalculate your plan as your journey unfolds.
Investment Management
Investing is simple, but not easy. Our conservative approach uses broadly diversified, low-cost funds to align your portfolio with your specific retirement income and goals.
Why Choose Us?
Fee-only Pricing
No hidden commissions
Collaborative process
A trusted thinking partner
Prudent Investments
No trying to time the market
Systematic Income
Protecting your work-optional life
Fiduciary Standards
Bound to your best standards
Proud Member:
Proud Contributor
Are you looking for an advisor who:
- Is Fee-Only and not compensated on commission?
- Is a Fiduciary at all times, not just some of the time?
- Planning-driven, instead of treating it as a “value add?”
- Focuses at the intersection retirement, taxes and investments.
- Is a Certified Financial Planner™ (CFP®)?
- Is truly independent, with no commission conflicts?
- Is also the founder of the firm?
- Knows your entire situation, with no 800 numbers?
- Manages personalized portfolios, not just cookie-cutter models?
- Considers your entire financial picture instead of just “risk tolerance”?
