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

We Believe:

  • A goal of retiring - without a  plan - is simply a plan to run out of money.
  • In making a goal-focused, long-term retirement plan and sticking to it and only adjusting when necessary. We act, we don't react.
  • In protecting your assets from the courts, the federal government and long-term care facilities.
  • 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. (Tip your servers, not the IRS.)
  • 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)
  • Forecasting and timing markets (because no one can)
  • Predicting which investments will outperform other investments (because no one can)

Click Here to schedule your retirement consultation


The consultation is free and without obligation.