Retire to something, not from something

It is no longer just reaching the goal line of retirement but now living comfortably through the many years following. Receiving "playchecks" once retired requires a highly personalized approach, in which the strategies are tailored to the possibilities, goals, needs and conditions of the individual. Together we explore ways to gain a better understanding of the financial issues unique to you and are fundamental to your long-term financial security. Determining what is relevant amidst all the noise.

Strategies and market fluctuations are so critical once retired; you no longer have an active income to offset any poor decisions or errors. There also exists unique risks and concerns for retirees such as sequence of returns risk (Bad Timing), health care, Medicare supplemental coverage, Required Minimum Distributions, extended care planning and the greatest of risks...outliving your assets. We will be there to guide you as we pursue together the life of which you have dreamed. Acting as your Sherpa while you climb the summit and continue your journey beyond.

Integrating financial strategies with lifestyle strategies is part of the solution in planning for financially secure, happy later years. 

We are housed in an inviting home-based environment; this offers us tighter control of sensitive information and offers you greater access. We take pride in being available to clients and are happy to answer questions that come up outside of Wall Street hours. We build relationships with clients that run deep, and we treat that opportunity with great reverence.                

We work in concert with your current legal and tax advisors creating an orchestrated and integrated team, resulting in a seamless citadel for your financial peace. If you are in need of advisors, we can work directly with you to match your needs and resources. This approach, The Journey, encompasses a number of doctrines including Proactive Tax Planning, Longevity Income Planning, Asset Management and distribution, Risk Management and Succession Planning.  It is far stronger to prepare...than repair.

Through Money Concepts, we have access to institutional level money managers, Socially Responsible and Impact Investing.  We also have at hand money managers that meet the stringent standards of GIPS (Global Investment Performance Standards) certification. 

Let's work together in pursuit of your life's dreams, one in which loss of sleep occurs only due to the excitement of what tomorrow holds for you and loved ones.