Our Philosophy

Are you confident that your savings will last & you’ll live comfortably without worry of that which you cannot control?

We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals.

Naturally, any 2 advisors may look the same from a distance, but it’s their philosophy toward clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s.

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The Elevated Planning Process

See how we work and approach your financial health

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Step 01

Strategy

What would you like your retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define objectives and establish a direction for your planning.

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Step 02

Evaluation

Analyzing your available assets and income sources relative to your objectives allows our planning team to craft custom scenarios to meet your unique needs and desires.

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Step 03

Design

A plan is formally chosen and the planning pieces are put into place. True collaboration between you and our planning team results in actionable items that reflect your vision for a successful retirement.

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Step 04

Review

With your plan in-place and moving forward toward your objectives, regular progress review meetings with you allow us to make necessary adjustments to keep you on-track.

Independence

We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints.

That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority.

Fiduciary Excellence


As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service.
We engage in the relentless pursuit of putting you first in everything we do.

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A Mission of Education First

Our goal is to educate and empower you to make better decisions with your hard-earned dollars.

Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we’re very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions.

When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement.

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Discover How We Can Help You

Before you embark on a lengthy retirement, wouldn’t you like to understand the myths and misconceptions that can wreak havoc on an unprepared retiree?

I think you would, we can help.

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