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We believe that the highest, best and most valuable services we offer are increasing your time, money and peace of mind.

What We Do:

Our mission is to increase your time, money and peace of mind by helping you create a retirement income and investment plan that aligns with your goals and guide you through the completion of that plan year after year.


What We Don't Do:

  • Pressure you to do anything ever

  • Tell you what you want to hear

  • Put our interest before yours

  • Sell you products you don't need

  • Promise you anything we can't deliver on

  • Forecast the economy (because no one can)

  • Forecast and time markets (because no one can)

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

What 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.

  • That real wealth, an income 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.

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

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

Contact us to set up a consultation. The consultation is free and without obligation.