Financial Independence

Working because you want to, not because you have to.

Part of our job is to help you determine what your definition of financial independence is and what is it going to take in order to keep you there.

While you can never answer that question with 100% certainty, you can take action on four fronts, which will dramatically improve your odds:

1.  Develop an appropriate income plan.

        This guards against overspending, but also guards against underspending.

2.  Develop an appropriate investment plan.

        Can you trust the stock market to provide for your retirement?

3.  Develop an appropriate protection plan.

        Protect yourself from things that can turn your nest egg into a goose egg.  For example, what if you get stuck in the final stage of retirement, when you need assistance with living?

4.  Develop your "Legacy."

        Why were you put on this earth? 

Let us make the process easier.  Use our tools and resources that we have spent countless hours and lots of dollars to develop.  Our goal is to manage your retirement the way you would, if you had our time, knowledge, desire and experience.

Call today to schedule a time to begin discussing developing your plan and eliminating the single biggest mistake you are currently making!!