We Help You Find the Joy Hidden in Retirement Spending!
You may have enough money to enjoy spending in retirement, but if you are having trouble finding that freedom, we can help!
We treat you like the unique human being you are, not a number.
Our customized wealth management and financial planning solutions can give you the freedom to spend on the things that make you happy in retirement, while still giving you the confidence that you will not run out of money.
We are selective with our clients so that we can deliver the service you deserve. How nice does it feel to be able to:
Pick up the phone
Call this office
And speak to someone who personally knows your unique financial situation
Our investment philosophy is set with you in mind.
We take a passive approach to investing, which means we do not believe that anyone can consistently predict the direction of the stock market, the economy, interest rates, elections, etc.
We do not pick individual stocks or bonds, and we do not trade stock, bonds or any type of security in an attempt to beat the market. Tips, hunches and predictions do not fit our strategy.
A passive strategy allows us to build high-quality portfolios that are well-suited to fund your goals. Since your financial success is more than just your investment success, our approach is goal-focused and planning driving, rather than performance driven.