333 Bishops Way,
Our team specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know one of the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Includes a personalized financial plan and a deeper dive on advanced planning topics.
Who is this good for?
If you have more complex assets, tax and/or legacy planning needs. We’ll coordinate with outside professionals like your CPA or attorney.
Includes a full assessment of your finances or if you prefer, just one or two areas of your financial life.
If you just don’t know where to start, have never worked with a financial planner or if you’re looking for a second opinion on an existing financial plan.
Includes the continuation of our financial advice and guidance after your financial plan has been delivered.
If you’re looking for an ongoing relationship for your financial plan. We’ll meet regularly to monitor your progress and adjust your plan as your life and priorities change.
Includes asset allocation and rebalancing, innovative risk management, portfolio enhancement and tax planning strategies.
If you’re looking for someone to manage and help enhance your investment portfolio. We’ll meet quarterly or annually to review your portfolio’s performance and strategies to help mitigate risk.
Includes a high-level analysis and solution(s) for a specific need.
If you have a specific need that doesn’t require a full analysis like purchasing a life insurance policy or setting up an individual retirement account.
*Options listed are for illustrative purposes as individual engagements may vary
firstname.lastname@example.org | 262-218-4025