When you have a major problem with your heart do you go to just any doctor? Or do you go to a cardiologist? There are many different types of doctors and financial advisors for that matter. We are fee-only financial planners that are dedicated, experienced (since 2000), and competent in working with retirees or those that are getting ready to retire in 5 years of less. We use very low cost investments, and securities, held at Schwab. For example, we favor low cost index ETFs over mutual funds.
We create strategies that are tailored to your needs and goals.
For many of our clients, retirement is a major goal. Our clients want to retire and not run out of or out live their money. Retirement can mean many different things to different people. Everyone has their own time line for retiring, and each person has their own idea of the lifestyle they want in retirement.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."