Families come to us when they are approaching retirement or are already retired and they feel they could use some help navigating the complexity of the decisions before them. There are a lot of considerations in this new phase of their life, and they want to make sure they are looking at all of their options, and are making the choices that are best for their future.

Some of the concerns include:

• Do I have enough to retire and stay retired?
• How do I adjust from getting a regular paycheck to living off my investments?
• How do I make sure I won't outlive my money?

• How can I reduce my tax burden now and in the future?
• Do we have right investment mix for this stage in our life?
• ​How do I make sure my spouse and children are taken care of when something happens to me?

We don't get a practice round before retiring, and during the journey to and through retirement, there are questions around every corner. This can be troubling for someone who has never gone through this part of life before - and that's where we can help.

We listen
​

​First, you'll notice that we listen. A Lot. And we ask a lot of questions. That's the best way for us to get to know you and your family and truly understand your plans for your money and your future.

We help you
​uncover your goals

Often, we find clients prepare for retirement by saving as much as possible, but spend little preparation on what they will be using those savings for. While making sure your bills are paid and cost of living is covered, we know that digging deeper, and giving your money a purpose leads to a more fulfilling retirement.

We use our expertise
​to help

After concerns and goals are addressed, we can begin creating a roadmap to better position your finances to achieve your goals. It is important to us for our clients to understand how their accounts are positioned, and that they are on track to meet their goals- regardless of what the market is doing.

F.I.T.
​Finding Impact Together

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For the right families, we are able to provide amazing peace of mind, a Comprehensive Financial Plan, a roadmap, and guidance so they don’t have to worry about their financial future.

We know the way we approach planning and investing is not the right fit for every family, in fact, we have learned quickly who is not a good fit for us. ​But, if you find yourself facing some of the issues or concerns above, we’re happy to learn more to see if we can help.

What to expect and what does having a comprehensive financial plan mean?

Simple Steps to Wealth in Retirement
​Tilting the Odds in Your Favor
By Daniel B. Shub

Order the book from Amazon