You have many key decisions that still remain.
- First, we carefully listen as you share with us what is most important to you and your family.
- Next, after learning more about you, we thoroughly prepare a personalized plan, a road map, for the retirement that you envision. This road map can give you the confidence, knowing where you stand now, and what changes may be needed along the way.
- As an Accredited Investment Fiduciary professional, we guide you through decisions regarding your retirement income stream and legacy planning. Knowing that there are over 30,000 mutual funds and ETF’s to choose from, we screen all of our investment recommendations using a fiduciary due diligence program.
- We will provide you with resources regarding estate planning.
- We will help you manage your current health care and housing costs.
- We help you gather and organize important financial documents.
- We discuss strategies to maintain your income and protect your wealth.
- At every step of the way, we monitor your plan and meet regularly-- because life changes.
- We provide you with the education needed to make informed decisions.
- We have fun in the process!