Retirement Planning & Wealth Management
We realize that one firm cannot be all things to all people without suffering from mediocrity across the board. That is why we specialize in just two areas (and still do not get enough sleep). Comprehensive retirement planning and wealth management. We feel that these two areas are at the top of most of our client’s financial needs. Comprehensive retirement planning means we are independent, fee-based advisors that prepare and plan for the two distinct phases of retirement. The first phase if Accumulation: We work to help you grow your wealth during your working years, with your specific retirement goals in mind. Second is Distribution: We feel this is the more important stage of your plan, where we make the vision of your retirement become a reality. We walk you through steps to accomplishing your goals, making your money last, and creating a legacy for your children or favorite cause.
Our second area of expertise is wealth management. This consist of the hands-on management and investing of your money. This most often related to retirement but can include a lot of life goals. Some common goals we see are: preserving your money, making a major purchase (second home), and providing for retirement. We use a wide range of investment and insurance vehicles along with our proprietary Practical TacticalTM investment strategy.