HOW WE HELP
we put clients first
We became a fee-only firm in 2018 because we knew that was how we could best serve our clients. The commitment to putting our clients’ interests first shapes everything we do.
Goals-based solutions: Your retirement plan should help you meet your objectives. We build strategies custom-tailored to your goals and needs.
Planning for your best interest: We are a fee-only, fiduciary RIA. What does that mean? It means transparent practices so that you always know where you stand.
Technology at your service: We select technology to help you achieve financial clarity and make informed decisions about your future.
Fees to meet you where you are in life: Not everyone is in the same financial place. That’s why we offer flexible service tiers.
Online and in-person meetings: We want to help make working with a financial planner easy. We will meet you at our Claremont office or online, whichever works best for you.
Listen to Our Podcast,
Retirement Plan Playbook
Tune in for our podcast to help you plan for retirement and your financial future.
Our financial Planning process
We’ve kept our process simple—but that doesn’t mean simplistic. Our process is designed to simplify complicated financial situations, organize all areas of your wealth, help you make informed decisions, and stay on top of your retirement.
Discovery
Learning about where you are and where you are headed
Strategy
Sharing our recommendations to reach your goals
Implementation
Putting your financial
plan in place
Monitoring
Meeting every three months to discuss progress
Our areas of expertise
Retirement Planning
Financial Planning
Investment Management
Tax Planning
Debt Management
Insurance Review
Budget and Cash Analysis
Estate Planning
Social Security Maximization
Investment Philosophy
We value your money as much as our own. And we don’t waste it with get-rich-quick strategies like market timing or stock picking. Instead, we draw on academically sound principles to recommend a portfolio that is low in fees and rich in diversification.
Rather than getting swayed by the latest news hype, we keep you focused on the long term so that you have the best opportunity to attain the returns you need to achieve your vision for life.
