We Provide Comprehensive Retirement Planning – Our plans are completely objective, clear and easy to understand. Your plan will encompass your assets, debt service, taxes, estate planning, social security, pensions and insurances. Most importantly your plan will focus on your personal goals and objectives.
We are Fiduciaries – Our fee structure is totally transparent, and we freely share it with you. Any potential conflict of interest is disclosed prior to your making any decision. Bottom line: Our fundamental commitment is to you and your financial well-being.
Annual Financial Plan Updates and Reviews – We encourage that you meet with us annually to review and update your plan annually, to help review your retirement status, and to help give you an updated understanding of your retirement outlook.
Weekly Market Commentary and Quarterly Newsletters – We keep our clients informed of current issues and topics within the financial landscape.
Educational Client Conferences / Classes – Our educational conferences/classes are provided to help educate clients in various areas that pertain to retirement planning.
Regular Contact – We will remain available throughout the year to answer any questions and address any concerns you may have. Additionally, our door is always open for you.
Sound Investment Philosophy – While every situation is unique, we believe that a discipline approach to investment management is the key to financial success.
Online Performance Reports – We provide our clients with a consolidated performance report, which will help you understand how you are invested and how your portfolio is performing.
Help With Your 401(k) Allocations – Our “24/7 (401K) Advantage” tool will help guide you throughout your employment by providing custom and up-to-date allocation recommendations.
Income Strategies – Our planning offers many choices designed to pursue predictable income for the duration of your life.
Professional Team – Our All-Star Team is knowledgeable, friendly, professional and passionate about providing our clients with a First Class Retirement Experience.
Honesty and Integrity – We will always be forthright and tell you what you need to hear; although it may not necessarily be what you want to hear.