Fee-Only Financial Planning, 401(k) and 403(b) plan design and management

We work with individuals/couples who are pre-retirement or relatively newly retired. Our clients typically have at least $1 million of investment assets. Clients receive Fee-Only comprehensive financial planning AND investment management services. Our investment portfolios are tailored to each client; we utilize low-cost, high-quality Dimensional Fund Advisors funds. We leave no financial planning stone unturned in our quest to reduce the risk of clients outliving their assets! We also provide...

We work with individuals/couples who are pre-retirement or relatively newly retired. Our clients typically have at least $1 million of investment assets. Clients receive Fee-Only comprehensive financial planning AND investment management services. Our investment portfolios are tailored to each client; we utilize low-cost, high-quality Dimensional Fund Advisors funds. We leave no financial planning stone unturned in our quest to reduce the risk of clients outliving their assets! We also provide 401(k) and 403(b) plans for businesses & non-profits. We're an ERISA Section 3(21) Fiduciary teamed with a 3(38) Fiduciary (Advisors Access) and nationwide TPA/recordkeeper Ascensus. Our high quality plans are fully transparent. We absorb investment risk from plan sponsors.