SECURE YOUR FINANCIAL FUTURE
Retirement is not what it used to be. You may want to keep working, or volunteer more. Maybe you want to start a business, or even go back to school. In the next phase of your life, you may want to spend more time with your grandchildren — or travel the world. No matter what future you want to design, you want to feel secure about it. Let us help you plan for that future.
Who We Help
If you’re nearing traditional retirement age and you want to plan wisely for what’s coming next, we can help.
Take the First Step
Are you ready to put your plan in place for the next stage of your life? Schedule an introductory call.
401k Services
Are you an employer who wants to improve or outsource your 401k plan?
Let’s review it.
Mid-August Update
For Every Amazon There are Hundreds of Vonages If someone had invested $100.00 in Amazon’s IPO (initial public offering) in 1997, it would have grown to over $100,000 today which can make us wonder if diversification is the smartest approach to retirement income investing. Why not just invest in the next Amazon IPO? Then we are reminded that for every Amazon, there are hundreds of Vonage’s. As a refresher, an IPO is when a company goes public and offers its shares to all investors. Jay Ritter from the University [...]
Mid-July Update
Debunking Sell in May and Go Away: Investing Working in and around Wall Street for over 30 years, I have been exposed to many systems and strategies about investing. Although usually not explicitly stated, these strategies are “predictions” about what will occur in the markets in the short-medium term. Often there is historical data cited to support the particular system or thesis. I have always felt that certain systems – like economics or geo politics – are too complex to predict what will occur in the short-medium term. One such system [...]
Financial Institution Relationships
