A PARTNERSHIP

FOR YOUR FUTURE

Focused on risk to safeguard what matters to you.

WHAT WE
DO

 

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Clients don’t hire us to make them wealthy.

They hire us to keep them that way. 

We aim to keep you on pace, and to remove the worry of “Will I have to go back to work?” When you retire, we employ strategies to help you not get killed by taxes.

 

We work with people in or near retirement, who are dealing with issues like the timing of claiming Social Security benefits, cash flow analysis, estate planning issues, how to coordinate the liquidation of the retirement accounts and brokerage accounts to replace their paycheck and sustain retirement spending. All while aiming to reduce portfolio risk.

 

WHAT you want
 

WHAT you want
 

WHAT you want
 

WHAT YOU WANT

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What are you looking for?

 

Someone with a system to dot all the i’s, cross the t’s, and make sure we check all the boxes, each and every year. Someone both educated and competent. Someone who does the right things like rebalance near the lows. Who knows you and cares. Who will pick up the phone and return emails, quickly. Someone you can depend on who is smart and hardworking.


 

CHARTING, FOCUSING, SAFEGUARDING

UL VALUE

PORTFOLIO

MANAGEMENT

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Reduce risk for

optimal outcomes.

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Mapping out your

path forward.

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On call advice and collaboration.

FINANCIAL
PLANNING

ADVICE &
PARTNERSHIP

UL NEWS

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Forbes

 

 

This Guy Built A

Super-diversified Portfolio With 10 ETFs

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Financial Advisor Magazine

A Rational Approach To Expected Returns

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Kiplinger's

3 Tips To Lower Your Portfolio Risk

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The New York Times

The Re-education Of A Brash Young Stock Picker

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The Wall Street Journal

 

A Plan To Navigate A Home Financing Crisis

Wondering where to start? Want to learn more?