What we do:
Secure Your Financial Future for Retirement
Financial Planning
Let us guide you through tax-efficient financial planning and personalized investment management to achieve your goals.
Investment Management
Our investment philosophy is rooted in time-tested principles that are widely accepted in academic circles and the investment profession.
Financial Partner
You don't just want financial advice. You want a simple experience that always puts your interests first.
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
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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
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As Featured In
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