Choosing a financial advisor can be a challenge...we tend to all look and sound the same. So how do you find a quality advisor that specializes in your particular needs and has your interests at heart? See if we might be a good fit for you....
NOT YOUR FATHER'S RETIREMENT PLANNER
Most financial advisors are generalists and deal primarily with "the numbers." We coach you on both the financial and non-financial factors that are key to successfully navigating your retirement transition and living a purposeful and fulfilling life of financial independence. We are specially trained in the real-world concerns of "second-halfers," such as retirement lifestyle, health, aging, income and distribution complexities, housing decisions, estate issues, and end-of-life matters.
OUR INVESTMENT MANAGEMENT PLAYS DEFENSE
Large losses can be hard to stomach at any age, but they can be devastating in the second half of life. We believe it's important to guard against that. Most of the financial industry uses static model portfolios to invest your money, with no regard to excessive valuations or attempt to side-step the risks of market loss. Everything seems great...right up until it isn't. We believe it's safer and wiser to make tactical adjustments to your portfolio, avoid overpriced investments, employ undervalued opportunities, or simply protect what you have until market conditions improve.
AN ADVOCATE WORKING FOR YOUR BEST INTERESTS
We are a "fee-only" advisory firm, which means we do not sell financial products or accept commissions. We provide objective advice and management and are paid directly by our clients rather than compensated by third parties. This minimizes conflicts of interest. As a fiduciary, we will always place client interests ahead of our own. Here's our Fiduciary Oath.