You've worked. You've planned. You've saved. Now you're at the summit and you’re ready to retire. Many investment professionals can get you this far, but only some have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...
We'll take it from here.You've worked. You've planned. You've saved. Now you're at the summit and you're ready to retire. Many investment professionals can get you this far, but only some have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...
We'll take it from here.
Retirement income planning is fundamentally different than traditional retirement planning where the accumulation of a single lump sum is the primary goal. Instead, our process attempts to define and achieve your REALNumber ™ — the monthly income needed to support your unique lifestyle during retirement. We take a holistic approach, incorporating all potential income sources to develop a strategy that seeks to ensure your essential needs will be addressed—every month, every year—no matter what happens with the markets, inflation and interest rates. We’ll also layer in non-guaranteed income strategies to help generate discretionary funds so you can enjoy your newfound freedom.
Our experienced team has seen a lot. Up markets, down markets, and everything in-between. We are process-driven, research-based, and product agnostic. Every decision we make is independent, for the good of our clients. There's no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We'll always build a customized plan that is right for you, and only you. We'll keep it simple, in language you can understand. And as your circumstances change, we'll be right there with you to monitor and make adjustments along the way.
Two words…Multitasker Extraordinaire. Laura has the unique ability to have her hands in a little bit of everything AND stay organized. When she isn’t juggling multiple projects, she loves cooking, going to concerts and traveling with her husband.
Husband. Father of 4. Crossfitter. Marathoner. Dave is passionate about delivering tangible value to every client’s financial life in a simple, organized manner. The details matter and he wants to get it right every time.
It’s all about the process…getting to know clients and providing advice/service is important and meaningful. Deb loves spending time with family, friends and clients, reading, playing word games and volunteering.
Sara's hunger for knowledge, her attention to detail and organizational skills are key to her ability to assist client needs quickly and accurately. In her free time, Sara enjoys running, baking, traveling and spending time with family.
Tim's clients are like family! It is through a holistic and balanced approach that he works with them to attain their financial goals. Outside the office, Tim enjoys all things golf and traveling with his wife, Sheila.
Michelle's natural curiosity drives her to learn constantly and fuels a solutions-based approach to obstacles. When she's not working you can find her enjoying Bucks county with her husband and three children, running, boxing, or diving into a good book.
Mark strives to educate clients in understanding the global environment in a Macro economy. This perspective provides important insight on diversifying risk. Mark, a husband and father of two, is passionate about baseball, international travel and finance.
Set up a complimentary consultation meeting to see if we can help.
