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Private Client Retirement Service

An Integrated Solution to Your Retirement

We offer a single, integrated retirement service that includes developing and updating your retirement plan and managing your investments for retirement income on a regular, ongoing basis. Unlike commercial planners, we work with every client individually to build a tailored retirement plan and integrated investment strategy designed to meet your unique needs and life goals. For clients transitioning into retirement, we work closely with you and your company benefit providers to smooth this significant life transition. Throughout the process, we'll talk you through each option and every decision, taking the mystery out of retirement planning by helping you understand the pros and cons of your choices. As a result, you'll have the power to make more informed decisions that are the optimal decisions for you and your future.

Our investment strategy is focused on a slow and steady philosophy—not trying to time or beat the market or taking unnecessary risks. Our disciplined, long-term investment strategy is based on asset allocation, diversification, and rebalancing. As a fully independent, fee-only firm, we receive no commissions or benefits for recommending one product over another. As a result, you can rest assured that we are working in your best interest, and that every piece of our advice is based solely on your needs. Fully integrated and aligned with your retirement plan, your retirement portfolio is carefully constructed and managed to address your specific needs and goals.



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