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Our Unique Process

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Common sense isn’t as common as you’d think

Over the past 15 years, we’ve refined a process for retirement planning. We’re not reinventing the wheel. In fact, our advice is based on historical data and some good, old-fashioned, diversified investment planning.

We believe you should enjoy your money, not just hoard it.

Our goal is to get you the most money in your pockets during the years you would enjoy it the most. Doesn’t that make perfect sense? Don’t waste time living like you are poor with piles of money in the bank. Don’t waste time living like you’re broke, with unspent retirement accounts waiting in the wings. You deserve to experience all that life has to offer.

It’s not guidance.
It’s a movement.

You’ll learn how to manage:

  • Budgeting
  • Social Security timing
  • Finding balance between spending too much and spending too little
  • Reinventing yourself for your retired years
  • Staying educated, so you don’t get thrown off course

It only works if we’re the right fit.

If you are looking to grow your money with the goal of dying with as much as possible, we are not the ones for you.

We WILL work great together if you agree with this goal: Taking all the pieces of your complex financial puzzle and fitting them together in such a way that will allow you to get the most life from your money.

The process is simple.

Ready to start? We start by asking you two fundamental questions:

  1. How much money do you spend each month now?
  2. How much money do you want left over when you die?

Our guidance is based on how you answer those two questions. You’ll receive a straight-forward, easy to digest plan that you won’t need another expert to show you how to read. We’re about making this easy, smart, and quick. Because we know you have plenty you’d rather be doing.

Let’s get started.