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)