Frequently Asked Questions
Yes! In fact, given our expertise in retirement planning & wealth management for people over age 50, we have clients all over the United States.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
We are a commission-free (aka fee-only) retirement planning & wealth management firm. Our fees depend on your needs and complexity and are a transparent line item on every statement.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us.
One transparent fee includes the management of all your investment accounts and ongoing retirement planning. Our goal is to lower your tax consequences, invest smarter, and create reliable income in retirement.
Scheduling your first phone call with us and going through our Free Retirement Review process will help you make an informed decision about working with our firm and others you may be considering.
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
There are three really important things about our firm that separate us from others:
1. All we do is retirement planning and wealth management. We have a simple goal of making sure you achieve your financial goals.
2. We limit the number of new clients we take on to deliver maximum value and personalized service.
3. We invest in industry-leading technology to simplify our clients' lives and make retirement easy.
Fee-only, aka no commissions from "hard-sell products." Fiduciary standard of care, meaning your interest come first throughout the entire length of our relationship. Independent - the shingle we hang is our own, not a national brand where we report to a manager telling us to push a product at all of our clients to make the "company trip."
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. We only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like lowering tax consequences, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.
If you have a question and do not see it below, please send us a message via the Contact Us page.
This website is for informational purposes only and is not intended to be specific advice or recommendations. For specific advice or recommendations you would need to meet directly with one of our advisers.