RETIRING SOLO?
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?
- You're retiring solo and want a thinking partner.
- You're worried about not knowing what you don't know.
- You've saved and built a nest-egg, but you're worried about outliving your savings.
- You want to collaborate on the big picture, but delegate the investment management.
- You feel overwhelmed and want some help making all the decisions you have to make.
- You want to follow a process that helps you navigate retirement with confidence and less 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:
- 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)
