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We believe that a retirement income that one doesn’t outlive, can only be achieved through a program of lifetime investing in quality companies.

We Believe:

  • A goal of retiring - without a  plan - is simply a plan to run out of money.

  • In making a goal-focused, long-term retirement plan and sticking to it and only adjusting when necessary. We act, we don't react.

  • In protecting your assets from the courts, the federal government and long-term care facilities.

  • That a retirement income that one doesn’t outlive, can only be achieved through a program of lifetime investing in quality companies.

  • True retirement planning is aligning your investments with your retirement goals.

  • In following the five Fiduciary Principles.

  • Our retirement planning price is worth multiples of what a client pays for it.

  • In paying no more taxes than you legally have to. (Tip your servers, not the IRS.)

  • The most valuable services we offer are increasing your time, money and peace of mind.

Time - Does it seem likely to you that we could increase your time by at least 1% per year by managing and monitoring your retirement plan?

Money - Does it seem likely to you that we could increase your long-term investment return by at least 1% more per year than you might obtain on your own?

Peace of mind - Does it seem likely to you that we could increase your peace of mind by at least 1% per year by helping you avoid financial mistakes that you might make on your own?

We Don't Believe In:

  • Pressuring you to do anything ever

  • Reacting to the 24/7 financial news cycle

  • Telling you what you want to hear

  • Putting our interest before yours

  • Selling you products you don't need

  • Promising you anything we can't deliver on

  • Forecasting the economy (because no one can)

  • Forecasting and timing markets (because no one can)

  • Predicting which investments will outperform other investments (because no one can)

Click Here to schedule your retirement consultation


The consultation is free and without obligation.