What We Do

Life is full of milestones.  Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. 

We seek to simplify complex financial terms and investment options, and offer actionable steps to help you organize and navigate your financial life.  We want you to be confident in your ability to be financially independent, so that you can be well prepared to face the unexpected.   Being well prepared means that you can then follow your passion in life, and potentially be in a situation where work can be optional.   How important would that be to you?  

The challenge for many is that life is too busy to pay attention to the details.   As time passes by you may feel unprepared for the road ahead.   It doesn't have to be that way.   Let us help.  

Here Are Some Aspects Of Our Work 

While the scope of work extends far beyond what we can put down on a web page, the following provides a flavor of some of the work we are involved in.

A Plan For Financial Independence

A Plan For Financial Independence

Make the most of your life.  Let us be your guide and help you turn your financial independence dreams into reality.


Our  financial planning and advisory services addresses the needs of pre-retirees and retirees alike. 


It is designed to help you save time, and stay on track with your objectives. 




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Investment Strategy & Risk Management

Investment Strategy & Risk Management

We use a disciplined, and structured approach to tailor a recommended portfolio design, that is in sync with your financial plan,  to help you meet your goals and objectives.

 

Are you taking on more risk for less than anticipated return?  Click here for a better understanding on how risk can impact your portfolio.

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Managing Health Care Costs In Retirement

Managing Health Care Costs In Retirement

It is considered the most-overlooked aspect of retirement planning in America, yet a long term care event and it's associated health care expenses pose the greatest risk to older Americans.   


The need for care comes with steep consequences, and we work with our clients to take action to protect their families, and their retirement nest egg.   


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