Imagine your life as a movie—you're the hero, the main character, the one who chooses the plot, the twists, and the tone. You decide if it's packed with adventure, romance, family, or quiet moments of reflection. The story is entirely yours.
Personal Financial Planning
A life focused roadmap, updated regularly to guide you along your unique journey to sustained financial freedom.
Investment Management
Strategies designed to help you grow and preserve your wealth in addition to generating a reliable income stream in retirement.
Timely Financial Advice
In addition to regularly scheduled meetings, you have direct access to your advisor as life circumstances change and financial questions arise.
As your financial advisor, I'm like your behind-the-scenes director of photography. I don't write your script, and I don’t stand in the spotlight—but I help you frame each scene with clarity, guide the pacing of key transitions, and ensure the lighting is just right for those big moments: retirement, a new home, a legacy gift, or a well-deserved getaway.
While you're writing your story and living your best life, I help you stay on track, manage the risks, and keep the ending aligned with your vision. And when the credits roll, it's a story you’re proud to have lived—one with meaning, love, and maybe even a sunset or two. -Benjamin Hooper, CFP®
We specialize in helping people retire successfully to a life they love.
Most of our clients are approaching retirement (or retired) and have diligently saved $1,000,000+. They've worked hard and now want an actionable financial life plan to make work optional.
They're not just looking to retire—they want to thrive. That may mean traveling more, giving back, spending time with family, or pursuing lifelong passions.
If this sounds like you and you're looking to Save Time, Invest Wisely, Reduce Taxes and Retire Successfully...
What do I need to do to retire successfully?
Are my investments suitable for this next chapter of life?
How can I lower my taxes now and in retirement?
How much can I safely spend each year without running out of money?
How can I ease into retirement with part-time work or consulting?
If you're asking similar questions, we're here to help you find answers.
A 3-step process to help you evaluate our services and see if we're a good fit.
Step 1: Introductory Call
This 15-minute phone call with give us both a chance to make sure your situation matches our expertise.
Step 2: Goals Meeting
During this 1-hour meeting, we will get crystal clear on your retirement goals, needs and concerns.
Step 3: Retirement Readiness Review™
During this meeting we will explain exactly what you can do to improve your investments, reduce taxes and retire successfully.
"You are never too old to set another goal or to dream a new dream." -C.S. Lewis
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