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 a fulfilling second half of their 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.

As fee-only and fiduciary advisors, our advice is free from conflicts of interest. When we give advice, we don't earn sales commissions, referral fees, or kickbacks.

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Your Journey in 3 Stages

STAGE 1: DISCOVERY MEETING

We start with a free initial discovery meeting to identify 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.

 

STAGE 3: ONGOING COMPREHENSIVE FINANCIAL PLANNING

We'll then begin the ongoing financial planning process to deal with a comprehensive list of financial planning needs, help you implement your plans, and adjust your plans to your evolving life. 

Financial Planning Covers:

  • Budgeting & cash flow analysis

  • Investment advising
  • Retirement planning
  • Education funding
  • Major goal planning
  • Insurance and risk management
  • Proactive tax planning
  • Debt management
  • Career development
  • Estate planning