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.
Fair, transparent fees: We have no minimum asset size to work with us. Our fees are based on the complexity of your financial situation, not the size of your portfolio.
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 5-Step Financial Planning Process
Planning your financial future shouldn’t be complicated. Our five-step process is clear, collaborative, and tailored to your goals. Here’s how it works:
Introductory Call
We begin with a free 30-minute conversation to discuss your goals, gather some initial data, and answer any questions.
Scope of Work
Once we’ve gathered your financial information, we outline the scope of work and agree to move forward if it’s a good fit.
Financial Plan Development
We build your plan over a series of four to six meetings—exploring options, running scenarios, and refining recommendations.
Implementation
We help put your plan into action across investments, taxes, insurance, retirement income, estate planning, and more.
Monitoring & Updates
Once your plan is in place, we continue to monitor your progress and update the plan as needed.
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.
