Preparing for Retirement
Enjoy Peace of Mind
You're approaching the second half of your journey and are preparing for retirement. Enjoy piece of mind knowing the financial aspects are taken care of through comprehensive financial planning and investment management focused on living your great life.
Retire To, not From
Retire to a fulfilling second half of your journey. Financial planning isn't just about money, it's about helping you realize your great life and live your legacy.
We'll guide you in decisions including when to start social security, which pension options to choose, and any other challenges. We'll also advise you on structuring a portfolio which balances providing income, protecting against market downturns, and keeping up with inflation.
Fiduciary & Fee-Only
As fee-only and fiduciary advisors, our advice is required to be in your best interest and conflicts must be managed in your favor. Advice is free from conflicts of interest that come from commissioned product sales; when we give advice, we don't earn sales commissions, referral fees, or kickbacks.
Your Journey in 3 Stages
STAGE 1: DISCOVERY MEETING
We start with a free initial Discovery Meeting to answer your questions, explore your goals, and explain how financial planning can help achieve them.
STAGE 2: INITIAL FINANCIAL PLAN
From there, we'll begin the planning process with an initial financial plan which sets the foundation for your financial journey.