Are you confident that your savings will last, that you’ll live comfortably without worry of that which you cannot control? And will the advice you receive be fact-based, research-rich, and time-tested?
Think of us as advisors on a mission.
As world markets become increasingly complex and more and more responsibility for planning a successful retirement falls on the shoulders of employees, there has never been a more critical time to find professional advice-givers that you can trust.
Our mission is fairly straightforward but now more important than ever.
To this end, we remain fiercely independent as a firm, under no obligation to sell products or fulfill company quotas. The focus is on you, the client we serve. And the mission is clear.
Planning a Successful Retirement
Retirement doesn’t have to be complicated…
…but it must be planned right.
1, 2, 3 Objectives
We want you to achieve enough to meet your financial objectives
To help you meet your financial goals, we offer comprehensive financial and retirement planning
We want you to understand how your plan works and why we’re doing what we’re doing
Clarity leads to confidence. Therefore, you should never blindly trust others with your life savings without first being educated about how your plan operates
We want you to live a full life, without fear and worry over money
Sleeping well at night is a result of proper planning and regular communication with your advisor
We’re Thinking What You’re Thinking
After fifteen years of retirement planning for and serving successful retirees, we’ve come to understand that although every client has very different specific needs, they all want the same kind of experiences from their advisor.
We work diligently with each client to understand their unique retirement planning objectives and pair those objectives with customized solutions that reduce uncertainty.
We collaborate all paperwork, integrate with other advisors, and provide account reporting services.
We are committed to ongoing client communication and planning reviews to ensure plans remain on-track and consistent with the changing needs of each client.
When it Comes to Retirement Planning,
We Wrote the Book On It.
Off The Record:
Secrets to Building a Successful Retirement and a Lasting Legacy
By Adam Cufr
Written for the person nearing or in retirement, OFF THE RECORD – Secrets To A Successful Retirement And A Lasting Legacy is an in-depth discussion of the four dimensions of retirement preparation – income planning, risk management, tax strategy, and estate planning. Above all, retirees must recognize the importance of time itself – often considered the fourth dimension in our 3-D world.
Join the Conversation
Retirement isn’t just a destination, it’s also a relationship.
We maintain a relationship with our clients in many ways, including our weekly articles and print newsletters.