Are you confident that your savings will last & you’ll live comfortably without worry of that which you cannot control?
We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals.
Naturally, any 2 advisors may look the same from a distance, but it’s their philosophy toward clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s.
What would you like your retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define objectives and establish a direction for your planning.
Analyzing your available assets and income sources relative to your objectives allows our planning team to craft custom scenarios to meet your unique needs and desires.
A plan is formally chosen and the planning pieces are put into place. True collaboration between you and our planning team results in actionable items that reflect your vision for a successful retirement.
With your plan in-place and moving forward toward your objectives, regular progress review meetings with you allow us to make necessary adjustments to keep you on-track.
We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints.
That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority.
As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service.
We engage in the relentless pursuit of putting you first in everything we do.
Our goal is to educate and empower you to make better decisions with your hard-earned dollars.
Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we’re very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions.
When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement.
I think you would, we can help.