The Six Pillars of Retirement Planning
Retirement planning involves much more than just saving money; it's about ensuring you can live comfortably and fulfill your goals in your golden years.
Flat Fee Retirement Planning And Investment Management
Gain clarity and comfort as you navigate your retirement.
Fiduciary
Putting your best interest above everything else. As a CFP® professional, I’m obligated to act as a Fiduciary.
Flat Fee
Fees that are not based on the size of your investment portfolio. We believe in transparent and predictable pricing through a set fee.
Fee-Only
No product sales or commissions. Just independent, objective, and unbiased financial advice.
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Are you prepared?
Questions we help you plan for as you are approaching or entering retirement:
- When can I retire or make work optional?
- How much can I spend in retirement without running out of money?
- Can I reduce my taxes?
- How do I optimize my investments and income in retirement?
- When should I begin my Social Security?
- How do I plan for health insurance before Medicare?
Aligning all the pieces of your retirement path can be a challenge; get guidance from a retirement planning specialist to achieve retirement confidence.
Our unique value.
We are proud to be different from your typical financial advisor.
Retirement Planning Focus:
We don’t take a generalist approach. Retirement planning is our specialty as we focus on helping you reach retirement and make the most of your retirement.
Tax Planning:
Many advisors avoid tax planning. We understand the importance of tax planning as part of your overall plan, and we use our extensive tax background to incorporate tax efficiency and minimization into your plan. We also handle the preparation of your income tax returns.
Transparent Fees:
We love transparency, and you deserve to know what you are paying your advisor. We are proud to be fee-only, meaning we do not sell products or receive commissions. Our sole source of revenue is from the planning advice we provide you. We charge a flat annual planning fee that is not a percentage of your investment assets.
Independent:
We are not associated with any bank, brokerage, or insurance company. This allows us to offer true holistic financial advice without following a corporate agenda that restricts us or pressures us to provide advice only in certain areas.
Proactive & Deep Relationships:
You are not just an account number or investment portfolio balance. We believe true retirement planning starts with defining and understating your purpose, and we are genuinely interested in helping you define your purpose. We intend to serve a limited number of individuals/couples, allowing us to deliver a highly personal and proactive planning relationship.
Virtual:
We are located in the suburbs of Philadelphia, Pennsylvania, but we can work virtually with anyone in the U.S.
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