Our clients are nearing retirement (or already retired) and ready to enjoy the life they can create with their hard earned 401(k) and other retirement funds.
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We build a comprehensive retirement strategy that positions your investments and other resources to support your life.
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First, we meet with you to understand your values, goals, and most pressing questions. Then, we answer your questions in plain English and develop a roadmap for moving forward.
Once we agree on a plan, we will guide you step-by-step to implement it. We will constantly monitor your portfolio, allowing you to focus on enjoying your retirement. We typically meet with clients at least once or twice per year for updates and adjustments, but we are available any time to discuss questions or concerns you may have.
To safeguard your assets, we partner with an independent, third-party custodian to hold your investments in accounts under your name. TD Ameritrade is one of the largest and most reputable providers of custodial services for advisors and their clients, providing the peace of mind that comes with knowing your assets are secure.