FINANCIAL PLANNER SERVICES
To help you make the most of your retirement
HONEST DISCUSSION ABOUT YOUR LIFE GOALS & PRIORITIES
SOCIAL SECURITY, PENSION, & ANNUITY ANALYSIS
DETAILED PROJECTIONS TO ENSURE YOU WON'T RUN OUT OF MONEY
UPDATE IMPORTANT ESTATE PLANNING DOCUMENTS
REDUCE TAXES
LONG TERM CARE ANALYSIS
FEEL CONFIDENT & IN CONTROL!
Organize
Where are you today?
Bring your shoe box of financial documents and we'll help you make sense of it all.
Strategize
Where do you hope to be?
We will have a detailed discussion about what success means to you and how to get there.
Implement
Turn dreams into goals.
We will create actionable steps and investment portfolios best suited to your goals.
Evaluate
Measure and adjust.
Life changes, let's make sure we are always acting toward the realization of your goals.
Investment Management
Philosophy
Successful investing is the result of proactive planning; unsuccessful investing is the result of reactive panic.
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By taking the time to understand your goals we can build a portfolio and investment strategy tailored to your needs, capacity for risk, and time horizon. We believe that investors who develop a written plan have a better chance of avoiding mistakes and therefore higher probability of success.
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Ideology
Our portfolios follow the evidence suggested by decades of academic research and Nobel Prize laureates.
These portfolios consist only of passive low-cost ETFs designed to keep up with globally diversified market performance. Given that nobody can consistently outperform the markets with any level of certainty, we focus on the things we can control - behavior.
