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Retirement Planning

Breaking down complex retirement planning processes and redesigning them with the goal to bring more value than ever before.

Explore our Retirement Planning

Retirement Facts

The U.S. Census Bureau  says the average American retires at age 62;  20.7% of the population will be 65 years or older by 2050.  The average length of retirement is 18 years and nearly half of retirees leave the workforce earlier than planned.

Breaking down complex retirement planning processes and redesigning them with the goal to bring more value than ever before.

Retirement means many things to many people. Some it is as simple as the end of the work stage of your life, while others retirement means being as busy as you have always been but with a different purpose in mind. However you would like your life’s canvas to be painted it will take money to make it happen. Even if that money is only just a feeling of security. We are here to help you through the maze of your choices you will face.

  • Phase 1: Analyze the Data

    Knowing where you are is just as important as knowing where you would like to be. We take mindful steps to evaluate your current money life. Once we have baseline we interpose human brain power and technology to offer solutions for you future.

  • Phase 2: Design the Plan

    Designing a plan is essential to getting a great outcome. Using the data we’ve gathered and understanding your needs should go along way in getting a great outcome. As time goes on, we also want bring in your life changes, work changes, family changes and recalculate if necessary.

  • Phase 3: Implement and Improve

    The key to a successful outcome is a detailed migration and implementation to enable a smooth transition from old to new. Our goal is to layout your financial life straightforward and simple manner, allowing for future flexibility.


21st Century Advisor 21-advisor

21st Century Advisor

WHAT SHOULD THE PRIORITIES BE FOR A 21ST CENTURY ADVISOR? 1) The client comes first. A 21st Century advisor should ALWAY
The Doctor’s Wealth Preservation Guide baby

The Doctor’s Wealth Preservation Guide

While this book was written for doctors, very little specifically deals with doctors. The book is more of an affluent bu

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  • 1. Assess

    We always start with people. Business is driven by human behavior. And we take a human-centered design approach to portfolios and wealth planning. Through observation, learning, and immersive research we are able to roadmap solutions that work for our clients.

  • 2. Develop a Strategy

    This is where we bring the design a financial life for our clients. We go to great lengths to uncover and alleviating stumbling blocks that could interfere with successful implementation. Our 360-degree focus on customers and tech-agnostic approach allow us to develop flexible solutions that scale with business needs.

  • 3. Implementation

    Papers, graphs, charts don’t amount to much without proper implementation. We take the time to carefully and thoughtfully see our plan put to work. The end goal is to have a wealth accumulation as well as a wealth preservation strategy.

We review your financial life from the ground up. Rethink it and rebuild it.