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 Our clients want to make the best use of their resources and achieve financial security and independence.
Individuals and families who work with us share in our belief that financial advice is best offered in an environment that minimizes potential conflicts of interest. Many have learned through experience that uninformed decisions can be costly, and are highly motivated to work with a Fee-Only professional advisor who does not sell financial products.
Financial security and independence doesn’t happen all at once. It begins when we’re starting out as adults and means something entirely different to us as we approach retirement.
Our clients range from working professionals to pre-retirees, to retirees. We find that the most pressing issues faced by our clients usually depends on the stage of life they are in. If You Are a Pre-Retiree (targeting retirement within the next ten years)
- you may want to understand your financial position with more certainty than you have needed in the past
- you may want to know if your nest egg will support your desired standard of living in retirement, or whether adjustments need to be made during your remaining peak earning years
- you may want professional help managing your portfolio as you plan to prepare to transition into retirement and begin spending from your accounts
- you may be seeking objective advice on long term care insurance, and want to better understand the potential impact of those costs on you long-term financial security
- you may have questions regarding employer pension and optional payout election
- you may want to understand the timing of your retirement - perhaps considering early retirement
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