Retirement Planning Process

Our process starts with a detailed discussion with you providing critical information to initiate our retirement planning and investment strategies. As a client, we provide to you a customized portfolio and financial plan that is in direct alignment with your retirement needs and investment objectives. Every portfolio adheres to a clear asset allocation strategy, strict investment selection parameters, and most importantly a rigorous risk management discipline to mitigate the volatility of the markets. This well-defined structure is designed to deliver returns based on your chosen level of risk. This approach provides us the foundation to generate a long-term successful retirement and investment plan that fulfills your unique needs to fund your retirement and reduce your stress.

We work with some of the most respected investment management firms in the industry, such as Dimensional Fund Advisors LP, www.dfaus.com , RNC Genter and several other top firms. We partner with investment managers who historically have lower internal fees, expenses and exhibit a strict investment discipline which provides our clients a better risk controlled and efficient portfolio.   We will monitor the portfolio to assure that you are on track to achieving your financial and retirement goals.