What We Do

Let’s work together and design a retirement plan with purpose.

Your Purpose.

Once we meet and have crystal clear clarity on the results you are seeking then the planning process begins. This allows us to build a tailored plan designed specifically for you.

Whether you’re a pre-retiree or currently in retirement, we will begin with “A-Purpose-In-Mind” approach.

Think of it like this, an engineer can’t start designing a building without knowing what the end result of the project is supposed to look like; a surgeon can’t go into surgery without knowing what the outcome of the surgery is supposed to be. This same results-oriented approach also applies to the areas of helping you manage your personal finances, your estate planning*, tax aware planning and retirement income planning.

For example, if you asked a normal everyday pre-retiree on the street why they are saving money most would answer “for retirement”. However, if you then said “that’s great, can you tell me how much annual income you’ll get from what you are doing now when you retire?” Hardly anyone would have a good answer.

Our planning process will help you manage risk, mitigate taxation and meet your income targets for your retirement. The plans we offer will help you get answers to those critical questions you have about retirement:

1. How much do we need to save to live comfortably in retirement?
2. Where do I put my money so it lasts as long as we are living?
3. If something happens to me, will my plan continue to work for my family?

*Estate planning services provided in conjunction with your licensed legal advisor.