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Independent, Diversified, Knowledgeable

Every day, we guide clients just like you to their financial goals. We know what tools fit the varied needs and desires of those planning for retirement. We also know the tools and strategies that get you to retirement aren’t always the same as those that will take you through retirement. Our process aligns your goals and dreams with the right actions steps.


Fearless Retirement Roadmap Process

Solve Your Retirement Puzzle

  • Corner Pieces

  • Edge Pieces

  • Interior Pieces

  • The Whole Picture

What Does it Mean to

Retire Fearlessly

Preparing for a successful retirement can feel like assembling a 10,000-piece puzzle: time-consuming and confusing. It doesn’t have to. Our Fearless Retirement planning process is designed to grow and protect your wealth, giving you a clear picture of your financial landscape and the confidence to fully enjoy your retirement years.

We do this by addressing 5 key areas:

1. Income Planning

Creating a personalized income plan might seem daunting at first, but it’s really about taking control of your financial journey. By understanding where your money comes from and where it’s going, you can make informed decisions that bring you closer to your financial goals.

2. Investment Planning

Investment planning is about setting goals, choosing the right mix of investments to meet those goals, understanding the risks involved and monitoring progress. It’s a proactive way to manage your money, aiming for growth and security to achieve your financial dreams.

3. Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

4. Long-term Care Planning

Long-term care planning isn’t just about finances; it’s about ensuring support and resources if a time comes when you can’t take care of yourself due to aging, illness or disability.

5. Estate & Legacy Planning

Estate and legacy planning is not about the size of your estate but ensuring your wishes are known and honored. It’s a final gift of love and care to your family, offering them guidance and protection when you’re no longer able to do so yourself.

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