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Our Approach

Client Centered

Our goal is to commit ourselves and our resources toward the fulfillment of our clients goals and objectives, to communicate always with complete candor and to prove ourselves worthy of the money entrusted to our care. Retirement planning is critical to many people and a large part of what we do.

Among the questions you may have; “Do we have enough to retire now?” or “How do we ensure we don’t out-live our income?”  We can help provide answers and solutions.  

We take this as seriously as you do.  Importantly, we refuse to start a relationship until we’ve had an in-depth discovery meeting and each of us has had the time to later reflect upon and consider whether to move ahead.

IT’S LIKELY THAT YOU’LL BE RETIRED FOR ALMOST AS MANY YEARS AS YOU WORKED.  YOU GET ONE CHANCE AT DOING THIS CORRECTLY.

OUR PROCESS

Through a series of meetings we seek to thoroughly understand what you want from your money and how much risk you wish (or not) to take. We examine your income needs and tax implications. More importantly though, we strive to understand how the money intersects with your life.  The result is a plan aimed to get you where you want to go and a process to measure progress.

This is the process.  You'll gain an awareness and insight into your situation like you never had before. Enjoy the confidence that your money is working toward providing you and your loved ones the retirement that you envisioned.

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