Services

WEALTH GROWTH AND PROTECTION

INVESTING AND WEALTH CREATION.

We’re not just living longer, we’re healthier and more active than the generations before us. Many retirees participate in recreational activities, get involved in volunteering or even enjoy a second or third career. All of this should be taken into account within your plan. How you choose to invest your money for the long term could have major implications for your overall success.

As an independent advisor we act as a valued partner who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected and unexpected. Because you can’t control the market, you should make sure you have the highest probability of capturing market returns – which gives you the highest probability of being able to achieve your long-term plan and realize your most deeply held goals. We believe the approach we have, based on scientific and academic research, and our method of implementation and client focus can work favorably in helping you to achieve your financial and wealth goals.

LIFETIME INCOME

PROVIDING YOU WITH INCOME THAT WILL LAST YOUR LIFETIME.

Most retirees need to make regular withdrawals from their portfolios to sustain their lifestyle, particularly as life expectancy increases and the period of retirement is substantially lengthened. This is why your portfolio should be able to sustain regular withdrawals throughout your retirement. You need an approach that you can believe in and understand; one based on research, analysis and evidence – not luck or prognostication.

RISK MANAGEMENT, ESTATE PLANNING AND LEGACY FUNDING

THE BEST LIFE IS A LIFE WELL PLANNED.

We believe in effective risk management to help you mitigate your risks as much as possible. There is no 100% guarantee with anything. Sadly, bad things can and do happen to good people every day. But with the right planning, the right resources and holistic information to help you make the right decisions, you are much more likely to achieve your goals and reap the rewards of a strong safety net. We want you to have an effective plan that cares for your needs and the needs of those you care most about.