Our firm was created to help people who desire the finest financial advice on a "fee-only" basis. Fee-only means that we don't receive any commissions from the sale of products. By eliminating the conflict-of-interest created by commissions, we are able to provide objective advice to our clients.
We specialize in financial planning and investment management for the retirement-minded client. Because we specialize in retirment planning, we are expert at guiding people into retirement and helping them avoid many of the major mistakes often made.
Our retirement planning services include:
Analyzing early retirement offers
Planning a sustainable withdrawal rate for retirement
Controlling risk in your portfolio
Lump sum distribution advice
Designing penalty-free early retirement options
Minimizing investment costs and taxes
Our time-proven investment process includes:
Analyze your personal needs and objectives
Develop an investment policy to fit your needs
Implement your policy using institutional money management firms.
Carefully monitor your portfolio on an ongoing basis
Communicate with you and provide portfolio performance reporting.
Avoid the conflicts of interest caused by commissions
The initial consultation is always free and without obligation.