RETIRING SOLO?
YOU'RE NOT ALONE.
RETIRE CONFIDENTLY WITH A FEE-ONLY FINANCIAL ADVISOR
Fiduciary Standards Ι Prudent Investments Ι Systematic Income
Check Our Best Fit Boxes?
- You're retiring solo and want a thinking partner.
- You've saved and built a nest-egg, but need to turn it into an income.
- You're worried about making wrong decisions, and outliving your savings.
- You want to collaborate on the big picture, but delegate the day-to-day management.
- You feel overwhelmed by all the decisions you have to make, and want some help deciding.
- You want to follow a process that helps you navigate retirement with confidence, not anxiety.
START THE RETIREMENT
JOURNEY TODAY.
1- Schedule an Intro
With a 30-minute introductory call, we’ll find out if our expertise is a match for your retirement needs.
2- Complimentary Assessment
If we’re a potential fit, we’ll make you a Retirement Roadmap. This will show you how to hit your long-term goals, and what it’s like to work with us.
3- Implement
If you become a client, we’ll implement the plan you choose and get to work reviewing your tax, insurance, and estate plans.
SERVICES
Retirement Planning
Retirement plans have to be adaptable. And our ongoing process ensures that it is. Acting as your retirement’s GPS, we’ll recalculate your plan as your journey unfolds.
Investment Management
Investing is simple, but not easy. Our conservative approach uses broadly diversified, low-cost funds to align your portfolio with your specific retirement income and goals.
Why Choose Us?
Fee-only Pricing
No hidden commissions
Collaborative process
A trusted thinking partner
Prudent Investments
No trying to time the market
Systematic Income
Protecting your work-optional life
Fiduciary Standards
Bound to your best standards
Proud Member:
Proud Contributor
What makes you different?
There are probably only a few, if any, advisors who check all these boxes.
- Specializes in working with those retiring solo.
- Focuses on retirement income and taxes instead of just investments
- Fee-Only (not Fee-Based)
- Fiduciary at all times
- Certified Financial Planner™ (CFP®) practicioner
- Enrolled Agent (highest designation offered by the IRS)
