My team and I help people between $500K and $5MM live in retirement with reduced financial risks using The Collaborative Retirement Blueprint.
You've already swam the lake and you deserve to spend the next season realaxing, enjoying your grandchildren and doing the things that bring you the most joy. The challenge: happiness and stress-free living. It shouldn't just be a thing of your dreams.
So how do you go about this? My team and I work side by side with you to develop a personalized retirement plan which will give you the clarity and confidence you deserve. But to just build a plan isn't enough. We'll be here to review and update your roadmap throughout life's little twists and turns.
Inviting someone into help with your finances is a big decision. We pride ourselves on personal, consistent care and guidance for our clients. You won't find a cubicle farm with a rotating door here, and you won't have to wonder who will be there for you now or twenty years down the line.