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Retirement Planning

Our Process

We work with clients on an hourly, project, or fee basis, and through regular meeting and contact invest with you instead of just for you. We educate & communicate our investment process & decisions to clients when making portfolio adjustments, focus on investing in well-known companies & brands versus the general market and will develop an investment policy with you to avoid emotional investing.


What Makes Us Different

Fee-only approach
Unlimited number of investments
Low-cost personal investment strategies
Fiduciary duty to place your interests ahead of all others
Non-Financial Planning
Legacy Planning
Learning Library

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No Single Best Way To Invest

What does it take to retire well today? What can new, existing, and soon-to-be retirees do to live a happy, healthy, connected, and secure retirement? The first step is realizing that retirement isn't just about money. It's about you... your relationships, legacy, body, mind, and spirit.

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Focus On What Matters Most

Securing a satisfying retirement in today's world means spending some time on you as well as on the dollars and cents of the transition. This is why we offer both traditional retirement planning services as well as Retirement Wellness Tools and Resources.