What Problems Do We Solve?
We help people enjoy successful retirements. Successful Retirement = having enough money to sleep at night + enough purpose to get out of bed in the morning. To learn about our investment services click the button below.
Investment Management
How do I protect my nest egg and still get a reasonable rate of return?
Securities provided by Aligned Capital Partners Inc.
Securities provided by Aligned Capital Partners Inc.
Learn how on our investments page.
Go To Investments
Financial Planning
My financial situation has become very complicated. Am I on track?
How do I protect my nest egg while still achieving a reasonable rate of return?
What options do I have if my financial situation has become very complicated?
What will happen when I retire?
How do I protect my nest egg while still achieving a reasonable rate of return?
What options do I have if my financial situation has become very complicated?
What will happen when I retire?
What we do is not for everyone. We layer your personal life with your finances. This is a dynamic process. Your comprehensive financial plan will be initially prepared then modified as your life, your goals and the markets change over time.
We will help you get the best life possible with the money you have at each stage of your life.
We will help you get the best life possible with the money you have at each stage of your life.
Risk Management
Who will pay the bills if you can’t – either due to disability or death? Is insurance the best way to mitigate the consequences of these unforeseen circumstances – or are other strategies more appropriate that can be implemented in conjunction with or instead of insurance for your personal situation?
When you’ve done your financial plan and realize that you won’t come close to spending or giving it all away during your lifetime, how can life insurance assist you in leaving your legacy to others?
When most folks consider the issue of risk they are thinking of volatility of their investments. But have you considered that you are probably sitting on one of your most valuable assets – your ability to earn an income? Either as part of our comprehensive financial plan, or a stand-alone project, we can conduct an in-depth assessment of your personal situation regarding the risks of disability and premature death as it pertains to your financial plan. Should insurance be the most practical solution to covering off these risks, we can also help you navigate the market place and secure the most appropriate insurance solutions.
Retirement Coaching
What am I retiring to?
Life consists of three phases. Phase one - we are dependent on others and we learn. Phase 2 - others depend on us and we work. Phase 3 - when others no longer depend on us and we no longer need to work, we are free to savor life.
Our video below, describes four keys to ensuring your retirement years are a time where your mind, body, and spirit thrive, not just survive.
Our video below, describes four keys to ensuring your retirement years are a time where your mind, body, and spirit thrive, not just survive.