Preserving your lifestyle is our #1 goal
Fee-only fiduciary planning and investment management for people nearing and in retirement. We work with a small number of families. New clients join by referral.
We don’t use annuities or insurance products, so there are no product fees, surrender charges or commissions layered on your plan.
A plan built around your lifestyle
We start with what you spend and what matters to you, then build a written plan designed to help you keep living that way through retirement.
Planned spending, set aside year by year
Where it fits your plan, a bond ladder lines up bonds that mature year by year to help fund the spending you’ve planned. See how a ladder works.
Retirement, health care and the years ahead
We help you think through when to retire, Social Security, health care costs and the choices in between.
Advice you can trust
As a fiduciary, we’re required to act in your best interest. As a fee-only fiduciary, we don’t sell products or receive commissions.
One less thing to worry about
We handle the details with you and, when you’d like, work with your accountant or attorney.
Referred by a client?