Our Approach & Expertise

We break down retirement planning into steps that make sense. First we look at your age and your percentage of RED money (money at risk in the market) and your percentage of GREEN money (money that is safe and not positioned in risk).  As we get older that balance of risk vs. safe money needs to change so we are preserving more. Your time horizon is getting shorter and you may not be able to wait out another market decline. We look at your financial needs for now,  what you may need soon, and what you will need later. From there, we come up with a solid strategy that works in the long term.

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