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We believe the most valuable services we offer are potentially increasing your time, money and peace of mind.

We Believe:

  • 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.

Click Here to schedule your retirement consultation 

The consultation is free and without obligation.