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Are you ready?

Let's TALK ABOUT RETIREMENT

Retirement planning is a crucial process that involves making informed financial decisions to ensure a comfortable and fulfilling retirement. It's about envisioning the life you want to lead during your retirement years and taking steps to achieve those goals.

LET's make a significant difference in your quality of life during your non-working years.

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ADVANCED & CUSTOMIZED STRATEGIES

We utlize high-end applications can provide clients with sophisticated tools and personalized support to create comprehensive retirement plans tailored to their individual needs and goals. By combining personalized support with high-end applications, your retirement planning agency can help clients navigate the complexities of retirement planning, optimize their financial strategies, and ultimately achieve the retirement lifestyle they’ve always dreamed of.

WHAT WE DO

RETIREMENT OVERVIEW

There's no one-size-fits-all approach in Retirement Planning. Regularly assessing and adjusting your plan will help you stay on track to achieve a comfortable and financially secure retirement.

INVESTMENT MANAGEMENT

Investment Management is a dynamic process that requires ongoing monitoring and adjustment. We carefully select investments that align with your unique goals, risk tolerance, and retirement timeline.

SOCIAL SECURITY OPTIMIZATION

Social Security optimization involves making strategic decisions to maximize the benefits you receive from the Social Security program. We carefully evaluate your options and choose a strategy that aligns with your unique circumstances and long-term financial goals.

INSURANCE ALIGNMENT

Insurance Alignment is a critical aspect of retirement planning that helps safeguard your financial security and protect against unexpected events. We create a comprehensive safety net that supports your retirement goals and peace of mind.

RETIREMENT INCOME

We create a well-rounded retirement income plan that ensures you have the means to maintain your desired lifestyle and financial security throughout your retirement years.

TAX PLANNING

Tax planning is an integral part of a comprehensive retirement plan. By implementing smart tax strategies, you can retain more of your hard-earned income, effectively manage your cash flow, and enhance your financial security.

OUR PROCESS

We combine my depth of investment knowledge,

investment philosophy, and cutting-edge technology

to empower my clients to invest fearlessly.

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.

How much risk SHOULD you have?

We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals, giving you the best chance for success.

But, what if...

Don’t worry!

We can also stress test your portfolio against specific market conditions, illustrate various scenarios, discuss your 95% Historical Range, and set expectations for what is normal behavior for your investments.

pricing

Investment

As an independent, fee-only fiduciary, we are compensated solely by you, our clients. We charge a flat fee for comprehensive financial planning services.

Financial Planning

$6,000 per year ($500 per month)

Estate Planning

Starting at $2,500

Get clarity, harmony and focus for your retirement planning to create the life you've always dreamed of.