We love working with people who are still in the accumulation phase of their financial journey. Partnering with us can give you an edge every year between now and retirement.

Is your retirement decades away? What are the wealthy people doing with their money? The same investment techniques and philosophies that the ultra-wealthy are doing are not exclusive to them, we can to bring the same concepts and planning solutions you. We’d love to talk with you, we will have your best interest in mind and provide alternative investments that you haven’t been introduced to and expand on the limited options in your 401(k).

Almost every client that we talk to tells us “I wish I would have talked to you 10 years ago”. If you don’t have a plan, then the government has a plan for you. There’s never been a better time to make a plan for your financial future than right now. There is going to be decisions that you’re going to make over the next 10-15 years that can make millions of dollars of difference for the future you. We’ll make sure you have the appropriate cash flow, that you’re investing your hard earned assets with top of the industry with money managers, managing your debt in the most effective way possible, and making sure that everything you’re working toward is protected. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.

The next several years will be critical for making a plan that meets your financial goals as you move from the accumulation phase to the distribution phase.

There are a number of hurdles to overcome as you are approaching retirement, that you may or may not have thought about. These risks include: a market downturn at the wrong time, outliving your money, and legislative risk like potential tax increases and changes to Medicare and social security, and so much more. Our team is suited to help you take charge of your financial future. One of the things that we have done for clients over the past decades is to help them identify and mitigate some of these risks. Which, if done properly, can save you not just tens of thousands of dollars, but potentially hundreds of thousands of dollars --- and ensure that you don’t run out of money in retirement. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.

Let us evaluate your current financial situation and run it through our methodical process to ensure you don’t run out of money.

Are you already in retirement? How are you positioned? I cannot tell you how many times people sit in my office and say, “I wish I would have met with you years ago”. Well, we can’t change decisions that we may or may not have made in the past, but there are many instruments we have available that will enable you to either leave your family a legacy, or maybe more importantly, ensure your surviving spouse is not left up a creek. There are so many areas of retirement planning that you may not have been exposed to whether you’ve been doing planning yourself for a long time, or working with a commission salesperson that doesn’t have your best interest at heart. Schedule a visit with us and let us introduce you to some of these concepts to see if we might be able to help you. We will go through our methodical processes to ensure you have the highest likelihood of success in order to help you achieve your financial goals.