Retirement is more than never having to work again. One of the key findings in a 20-year longitudinal study completed by Harvard was that the unhappiest retirees had not gone on to do anything productive beyond pleasing themselves.
While you may have spent the better part of your adult life building your wealth, I trust you believe that money is a means, not an end. We would also expect you to agree that building a plan for your money is more important than just accumulating money.
And your plan needs to be as unique as you. Remember, if you don't design your own life's plan, chances are you'll fall into someone else's plan, and guess what they have planned for you? Not Much.
Working with an independent advisor who specializes in retirement advice might well be indispensable to the quality of your retirement. In working with you, we will ask for your opinions and we will answer your questions. We will invest time and energy in you. We may even provide wisdom in some areas that you didn’t expect. Effective retirement planning addresses all eight factors of retirement, not just your money.
Mutual trust and confidence are key to working together, so it comes as no surprise that our best clients are also the ones we know best. And to reinforce your satisfaction with your progress, we are committed to providing you with greater and deeper levels of personal service.
To help make this happen, we use a service model that works for both you and us. The service road map is determined by you and it’s mutually agreed upon. This way you get a commitment, not a superficial promise.
Not only do we know the kind of people we can best serve, we also know exactly how many clients we can serve in a meaningful way. And we have chosen not to deviate.