If you are looking for optimum distribution strategies, portfolio design, tax planning, or other retirement planning assistance, we are the financial professional to help you develop a PLAN and be your Guide.

We Are a Fee-Only, Fiduciary, and Independent
Financial Advisory Firm

We offer financial planning and retirement planning services on a Fee-Only model. Meaning we are a fiduciary and do not sell commissionable financial products. We are independent and not tied to any specific "in-house" solution.

Through our service-for-fee model, we serve as a professional analyst to develop a personalized Retirement Plan, based on your needs and goals. We can also act as a Guide to help you implement your Plan through our on-going support services model.

For those near or in retirement, here are just a few critical questions we can analyze:

We serve clients from all walks of life. Our specialty is serving those that are near or in retirement and have an appreciation for the technical analysis that we provide. Typicall that includes engineers, IT professionals, medical professionals, and business owners. We also have a heart for women that want to gain financial wisdom from a financial professional. 

Get the eBook, "Women and Retirement" and take charge of your retirement roadmap.

First and foremost, we are a financial planning firm. As a true fiduciary, we will meet with you to determine your personal situation and needs. With mutual understanding, we will send you a services contract for your review. You will know what services you are getting and the service fee!

You will not be pressured to "move your money" as we can perform Financial Planning with your assets remaining where they're at.  Optionally, we can perform investment management for a low-cost flat fee.  

We distinguish ourselves from other Advisory firms, by our battle cry: "Planning First!"  before we ever make a recommendation.

We also believe that retirees are happiest when there is a Plan that goes beyond the financials.  Having a purpose in retirement has been shown to have many benefits including better relationships, health and longevity.  We encourage you to have conversations with your loved ones about the type of retirement that is best for you.  We can help you reflect with our eGuide that you can work with in the comfort of your own home.  

Get the eGuide, Purposeful Retirement™ and take ownership of what you want to do and who you want to become during this exciting chapter of your life!