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Our Services

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  • Retirement Preparation

  • Retirement Management

  • Retirement Investing

Retirement Preparation Services

Our Retirement Preparation Services starts with a Retirement Checklist Consultation at our office.

For those interested in learning more about our firm, we offer two complimentary ways for you to learn more.

 

15 Minute Introductory Phone Call:

  • You can speak to one of our Certified Financial Planners to get some of your first questions out of the way.
  • We are happy to give you a brief introduction to our firm and to see how our team may fit
    into your financial future.

One-Hour Retirement Checklist Consultation:

  • This complimentary consultation can greatly benefit those soon-to-be or recently retired.
  • One of our Certified Financial Planners will walk you through a comprehensive 12-item checklist.
  • These checklist items range from Healthcare to Taxes and can help you determine which areas of your plan need work or which are working well.
  • This is an hour well spent for those with questions about their retirement

Investments in securities do not offer a fixed rate of return. Principal, yield, and/or share price will fluctuate with changes in market conditions, and when sold or redeemed, you may receive more or less than initially invested. No system or financial planning strategy can guarantee future results.

 

 

Retirement Management Services

Through our annual “Retirement Plan” reviews, we cover the topics that research shows you should be covering in retirement. As things change, your plans get updated, markets rise and fall, children and grandchildren’s needs change (we know that “you come first” of course), unexpected expenses crop up, and that you will want to have a financial adviser at your side.

Large institutions (JP Morgan and Vanguard, to name two) have done extensive research on actions you can take each year that could potentially increase your chances of success significantly. We know what they are, and we coach you to get them done. We cover a few of these items during your initial “Retirement Checklist Consultation.” That complementary consultation is time well spent.

 

 

 

 

sand pouring through hourglass next to crystal globe and stacks of coins on mirrored table

Retirement Investment Management

Potentially, the greatest value we can offer is our Retirement Investment Management services. The way you manage your assets must change when you retire.

The Challenge:

As you approach retirement, the investment strategies that got you to that point will likely not get you through retirement.

 Our Approach:

After 30+ years of research and experience, we have developed a strategy that incorporates:

  • Balancing current income needs with long-term growth potential
  • Market downturn preparedness
  • Stability for financial security
  • Low investment expenses
  • Evidence-based strategies that may improve your retirement success

We aim to help you confidently navigate retirement—balancing risks and rewards to support a successful financial future.

Investments in securities do not offer a fixed rate of return. Principal, yield, and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy, or product will be profitable.

Contact Us Today

We would love the opportunity to become your trusted advisor