Retiring and Living Your Legacy

Your Great Life

You've begun the second half of your journey and are focused on living your great life and your legacy. Enjoy peace of mind knowing the financial aspects are taken care of through comprehensive financial planning and investment management focused on living your great life.

We'll handle the financial concerns of retirement so you can focus on living a life of purpose. Your legacy should be something you live throughout your retirement, not something you leave behind. We'll help you manage your money to ensure you can have a stable retirement filled with the life you want. 

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