• Expert Advice: We are experts in the transition to retirement with many years of experience in financial and retirement planning.
• Actionable Insights: Gain practical, step-by-step guidance to help you solve retirement problems and make decisions to secure your financial future.
• Free Resource: Access this invaluable resource at no cost to you.

Yes, we are. As a Registered Investment Advisory firm (RIA), we are required to uphold our fiduciary oath, which says we will always put our clients interests first, and ahead of our own. Many people are surprised to learn that much of the financial advising industry does not have a Fiduciary Standard, which can lead to conflicts of interest between the advisor and client. 

First, we take a detailed look at your situation and needs, and then we determine the appropriate mix of growth assets (stocks) and safety assets (bonds). We embrace the Nobel Prize winning research on markets that suggests a well-diversified and low-cost portfolio, implemented prudently and consistently, can greatly improve your investment experience. We have access to the vast universe of investment options, but our portfolios are typically constructed with funds from Dimensional, Vanguard, Fidelity and iShares.

We work in an ensemble practice, meaning that our entire team is involved with each of our clients. You will have a lead advisor, typically Kevin or Andy, who you will communicate and meet with on a regular basis.  Other members of our team, including Myriah, will also be involved in your planning, and they may reach out to you while coordinating specific plans or issues. We believe this ensemble approach works most effectively, as it allows each advisor to focus on what they are do best, thus allowing the client to receive optimal advice and service.

Our typical client is 55 or older with $1 million or more in investible assets. In addition, you are likely a good fit if you are looking for the following:

• I want peace of mind that I can live comfortably and not worry about running out of money.
• I want an investment strategy that specifically addresses the needs and risks retirees face.
• I prefer to delegate and collaborate with an expert so I can concentrate on enjoying retirement.