Retire Successfully. Live Fully.
We approach wealth management as a collaborative process that incorporates:
1. Goal-oriented financial life planning.
2. Timely communication and advice.
3. Actively discuss financial ideas and opportunities.
4. Actively monitor and manage your investment portfolio.
5. Proactive tax & income planning.
Retirement isn't a one-time event—it's a journey. As life unfolds, we'll adjust your retirement plan and investment strategy to reflect both the milestones you reach and the unexpected turns along the way. Our ongoing partnership gives you the peace of mind to enjoy this next chapter, knowing your plan stays aligned with the life you want to live.
You have dreams and we are committed to helping you take action so that you can live your best life.
Dreams to Action®
Dreams to Action® is the phrase we use to describe our unique financial planning process that incorporates your personal values, financial resources, goals, and objectives.
We guide you through a series of focused financial planning sessions utilizing interactive online software while providing personalized advice and recommendations along the way. We foster engaging discussions about your options with follow-up emails and written action steps.
We’re available to provide advice when you need us the most. We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as tax advisors and attorneys.
Investment Management
Buy Quality Businesses to Build Wealth, Manage Risk to Preserve Wealth
Retirement Investing Plays by Different Rules
We aim to hold a diversified portfolio of high-quality businesses (stocks) over the long-term, through low-expense mutual funds and ETFs.
Our custom portfolios are utilized to build wealth and generate retirement income.
Our rigorous screening process favors businesses with sound financial fundamentals over those burdened by excess debt and low profitability.
We utilize a disciplined process to manage risk and align your portfolio with your personal goals and objectives.
Developing your financial plan and investment strategy is just the beginning. Our approach remains proactive by continually planning for the expected and equipping you for the unexpected.
Spring & Fall Planning Meeting
After your initial financial plan and investment strategy are implemented, we'll typically meet in the Spring & Fall to review progress on your goals and verify that your plan is on track.
This may include updating your tax plan, retirement readiness, retirement income plan, investment review and portfolio rebalancing.
We are "on call" for anything that comes up between the Spring & Fall planning meetings.
Free Retirement Readiness Review™
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 will 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.