If you want to go fast, go alone.

If you want to go far, go together.

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Dream

We believe in dreaming big. When you dream, you want to put ideas and actions to work to achieve those dreams. Retirement is very individual, so take time to decide what you truly want. We join our clients to help them achieve the level of retirement which goes beyond having enough money to get by. Think about how you want to live your retirement. Do you want to work or pursue a hobby? Do you want to move or travel? You may want to spend more quality time with family and friends. Whatever your dream is, write it down and let’s make start from there.

Plan

By the time you talk with us, you may already have retirement dreams. We enjoy guiding clients through the planning phase, even if you’re within months of retirement, to diligently prepare your finances to live your dream. This planning phase may include elements you hadn’t thought of. We’ll plan how to ensure you won’t outlive your money or get blindsided by a financial downturn. We’ll decide together how to ride through both a bull or bear market with the confidence you’ll have something of value to pass on. Planning includes many elements, such as budgeting for all possible life scenarios. We want to maximize your income to cover unexpected expenses, keep ahead of inflation and consider life insurance, long-term care and tax planning. Our process can also incorporate any estate planning you may have already completed. Effective planning is as individual as your retirement dreams and serves as the key to making those dreams a reality.

Achieve

Once you dream about and plan your retirement, the process would not be complete if you didn’t achieve your goals if you didn’t implement the plan. For all our clients, retirement success depends upon implementing the plan we discussed together. You want to walk through the implementation stage with a valued partner. You’ve worked hard to reach this point and book knowledge is not enough. We have the experience to get you where you want to go in retirement. Together, we can achieve a successful, enjoyable, no-worries retirement. Let’s work together and achieve what you worked so hard for all these years.

I have fought the good fight, I have finished the race, I have kept the faith - 

2 Timothy 4:17

Lean In

As we consider all the conversations we’ve have had over the years about our client’s financial futures, fear of the unknown is almost always a factor. This is the time you need to lean in to conversation with someone knowledgeable and walk this road together, from beginning to end. This is where we stand out from the crowd, with individual attention and detailed planning. We are always here for you, so let’s lean in together, share dreams and strategies and achieve the retirement you want.

Statistics

What Americans are saying about their retirements.

%

say paying bills and saving for retirement is not possible

%

are not confident in the stock market as a place for retirement

%

of women are worried about losing all or part of their social security benefits

%

of those with a written plan are confident they will have enough saved for their retirement (compared to 44% for those without a plan)

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