<h2>Fiduciary Financial Planning and Retirement Planning</h2>
A good Advisor/Client relationship starts with mutual values and goals! Do any of these apply to you?:
You are willing to pay for fiduciary financial advice, generally referred to as "fee-only"
You want to explore your retirement possibilities
You have many questions such as when to take Social Security, how long your asset pool may last, tax efficient withdrawal strategies, and how to fund your long-term care
You may have a complex situation such as executive compensation, or blended family situation
You do not want to pay high AUM fees
If any of those apply to you, an on-going relationship with us as a Fiduciary Financial Advisor may be of value to you!
Let's Get Started!
If there’s ever been a time to evaluate your Financial Resolutions, it’s after the roller-coaster ride of 2020! Now is the time to get out your pencil and paper, your excel spreadsheet, or whatever tool works best for you and start to draft out a plan. This simple guide of 7 Financial Resolutions will provideRead More >
If you are a High Net Worth individual, you may be paying a high AUM fee. You may have unique needs including withdrawal strategies, tax planning, legacy planning, and wealth transfer. 
Teach your congregation about simple money matters with the “Small Group” approach. Learn about building a spending plan with faith-based principles. Using scripture, prayer, and some basic tools, you can help people get a grasp on their budget. 
We cater to deep analysis using Monte Carlo simulations, generate cash flow reports throughout the retirement time horizon, and wrap all of that into a written Plan with graphics that you will be proud to own. 
Financial Planning is especially important to protect all parties involved, especially your children from a previous marriage. 