Get The Value You Deserve!
We cut out the middleman, so you keep more of your hard-earned money.
Investment
Managment
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Evidence-Based Approach to Investing
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Manage 401k's, IRA's, Roth IRA's, Trusts, etc.
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Low-Costs ETF's/Funds- Vanguard, Ishares, Dimensional Funds
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Fee-Only Fiduciary
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Annuity Expertise
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No Commissions
Retirement & Financial Planning
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How much do you need to retire?
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What are the chances you may run out of money?
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Income Distribution Planning
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Social Security & Medicare Planning
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Unbiased Annuity & Insurance Reviews
Tax Planning
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Roth Conversions, Tax-Loss Harvesting, Capital Gains Harvesting
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Tax Efficient Retirement Planning
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Tax Aware Investment Strategies
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Tax Return Review & Analysis
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Estate Planning Guidance
Does your Advisor help in all 3 areas?
Organizations We Partner With
WHY WORK WITH US?
CONFIDENCE
Ensure that your voice is always heard, trust in your plan, and know that you are doing it right the first time.
CLARITY
Creating a clear vision for your best life in retirement and beyond
PEACE OF MIND
Enjoy a sense of serenity throughout the highs and lows of retirement.
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