YOU'RE NOT ALONE.
Financial guidance for those who’ve lost a spouse, had a divorce or have always been independent
Check Our Best Fit Boxes?
START THE RETIREMENT
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.
If you become a client, we’ll implement the plan you choose and get to work reviewing your tax, insurance, and estate plans.
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.
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?
What makes you different?
There are probably only a few, if any, advisors who:
- Specialize in working with those retiring solo
- Focus on retirement income and taxes instead of just investments
- Are Fee-Only (not Fee-Based)
- Act as a Fiduciary at all times
- Have the Certified Financial Planner™ (CFP®) designation.
- Are an Enrolled Agent (highest designation offered by the IRS)