• Find value in partnering with a retirement expert so you can focus on other aspects of your life (and retirement)
• Are open minded and committed to taking the time to learn and understand the academic, research-based approach to retirement planning
• Value having a certainty of a successful retirement outcome vs. trying to beat the market
• Want to protect your spouse and family, and rest easy knowing someone will always be looking out for them
• Understand the value of a balanced, objective plan that includes investments and guaranteed income sources
• Want a partner who truly cares about you and your retirement outcome
• Want the convenience and low cost of an online advisor or if you prefer to meet face to face, we’re building a network of local advisors

We also have extra experience working with professionals in these industries: healthcare/dentists, real estate, aerospace/pilots, technology/engineers, education/teachers, energy/utilities, and corporate management.

The financial strategies we implement differ depending upon the phase of life you are in. In the Pre-Retirement or Accumulation phase, the focus is on gathering and growing your assets.  Time is your biggest advantage. The sooner you start, the more you’ll have at the end.  In the Getting Ready to Retire or Re-Allocation phase, the focus is on analyzing what you have, determining if it’s enough and adjusting your portfolio to reduce risk while maintaining growth potential. In Retirement or the Distribution phase, the focus is on managing risk and distributing your income in the most tax efficient manner in order to provide a sustainable income throughout retirement.

Learn more about our unconventional approach to retirement planning