Pre-Retirees and Retirees
You…
are a nearing the end of your career or just retired
held a leadership role within your career
have neither the time nor mental energy to properly manage your increasingly-complex finances
are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off
would be eager to outsource your portfolio management and financial planning to a trusted expert but have never met an advisor or firm worthy of the role
You are seeking an advisor who….
shares a similar career path and professional background to your own
has a team in place to help advise your finances for years and generations to come
develops financial projections that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, and unique goals
has the experience and knowledge to give you confidence in your investments as you transition into retirement
invests in a well diversified, low-cost, tax efficient manner
is committed to communication and quarterly reviews