- A goal of retiring - without a plan - is simply a plan to run out of money.
- Inflation is the number one enemy of a successful retirement.
- In making a goal-focused, long-term retirement plan and sticking to it and only adjusting when necessary.
- We act on our plan. We DO NOT react to financial "news"
- In protecting your assets from the courts, the federal government and long-term care facilities. (Estate Planning)
- That a retirement income that one doesn’t outlive, can only be achieved through a program of lifetime investing in quality companies.
- True retirement planning is aligning your investments with your retirement goals.
- In following the five Fiduciary Principles.
- Our retirement planning price is worth multiples of what a client pays for it.
- In paying no more taxes than you legally have to. (Tax planning)
- In helping our clients through turbulent times.
- The most valuable services we offer are increasing your time, money and peace of mind.
We Don't Believe In:
- Pressuring you to do anything ever
- Reacting to the 24/7 financial news cycle
- Telling you what you want to hear
- Putting our interest before yours
- Selling you products you don't need
- Promising you anything we can't deliver on
- Forecasting the economy (because no one can)
- Timing markets (because no one can)
- Predicting which investments will outperform other investments (because no one can)
Is that ok with you? If so, schedule a meeting now.