Why Choose Us?

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....

WE KNOW RETIREMENT TRANSITIONS AND
THE SECOND HALF OF LIFE

Most financial advisors claim to "do Retirement Planning” but it's often a superficial treatment and focused only on the numbers. We coach you on both the financial and non-financial factors that are key to successfully navigating your Retirement Transition and living your best life possible. 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. Most of the financial industry uses static model portfolios to invest your money, with no regard for excessive valuations or attempt to side-step the risks of market loss. With our Defender Tactical Strategies, we believe it's 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


Check out our Retirement Planning & Coaching