Who We Are and What We Do
We're a family oriented financial services office that makes multiple recommendations associated with retirement. Our clients are concerned about outliving their money, providing for loved ones, continuing their businesses, maximizing Social Security, minimizing income taxes and maintaining independence as long as possible. We seek realistic clients with realistic objectives other than just investing and growing their money.
We emphasize looking at the big picture in order to help our clients get what they want with what they have. We view investments as only one part of the retirement picture. Other important considerations include coordinating different types of income to reduce taxes, planning for health changes, managing human nature and constantly changing circumstances.
Our process involves gathering information. We want to review tax returns, Social Security statements, insurance policies, investment statements, retirement plans, estate planning documents and beneficiary designations. We want to know what is most important to our clients. Digesting this information and feedback provides the basis for our recommendations, which may include input from other members of our client's team.
We've learned many lesson over years of offering advice. One of the most important is that we are not right for everyone. That's why we wrote Realistic Retirement for Realistic People: Look Before You Leap.
Order a copy of our book today and decide for yourself if what we do is what you're looking for!
We have complimentary audio copies available.
Simply click on the "Complimentary Audio Copy" button and we will expedite a copy as-soon-as-possible.