
Living Retirement Better. TM

Objective CFP® Professionals.

Planning, Investing & Taxes
Who We Serve
Clients most often come to us when they get serious about planning for retirement. Over the years, we have found that our clients—while unique and diverse—have similar needs and traits.
Our clients tend to be a lot like we are—ambitious, friendly, generous, and optimistic. They (like we do) value time, transparency, and financial independence; they love their families and have purpose to their lives; they are successful, smart, and wise enough to seek advice from subject-matter experts. They also prefer to stay informed but delegate financial management duties to free up their time and ensure things are done right.
Whether you are at the end of a successful career, or at the early stages of a new one, we can effectively serve you with an appropriate level of services and expertise. Our goal is to help make the most of what you have so that you can gain the financial peace of mind you seek.
Recent Articles & Podcasts

Ep 67: Beyond Diversification: Terminal Wealth Dispersion
Putting the odds of investing and retirement success in your favor should be a given as is being diversified. But what does diversification really mean? Ten stocks? One hundred stocks? Two asset classes or ten?
Diversification is not just minimizing variability or owning the S&P 500. It’s also reducing the risk of underperformance by owning the stocks and assets classes that will deliver higher returns and reducing the variability in dollar outcomes from your portfolio. Continue reading

Top-Dog Investments & The Winner’s Curse
When you are shopping for a new car, you compare price and attempt to get the best value for your dollar. Same too for real estate purchases or about anything else you can think of. Well, except investments. Continue reading

Ep 66: Think in Terms of Range, Not Averages
If your head is in the freezer and your feet in the oven, on average you may feel quite comfortable despite suffering from two extremes. Averages are commonly used to discuss investment returns, but they are an oversimplification … especially when it comes to investment expectations. Continue reading