What We Do

We build a comprehensive retirement strategy that positions your investments and other resources to support your life.

We deal with all the details — from initial paperwork to setting up transfers to or from your checking account. Our services are divided into two main categories:

Financial Guidance for making wise decisions

  • Retirement planning
  • Tax minimization strategies
  • Social Security
  • Healthcare, Medicare, and Long-Term Care
  • Estate planning
  • Anything else impacting your finances

Investment Management of hard-earned retirement funds

  • Create an investment plan
  • Guide transition of investments
  • Manage cash flow needs
  • Implement funding strategy
  • Monitor and re-balance portfolio
  • Minimize taxes and costs

Who We Serve

Our clients want to ensure they are preparing appropriately to create and maintain their financial independence in the future. Many, under our guidance, have already made a successful transition into retirement.

They want to spend their valuable time on the things that matter most to them. They understand that the success of their retirement is too significant to be handled alone and want professional assistance to make each step easier.

What You Can Expect

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 life. 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. We take pride in personal, proactive service. You always have direct access to your advisor via phone or email and will always receive a timely response.