OUR PROCESS

Our Process the Resilient Retirement Roadmap has been in the making for 25 years. Using proven methods to maximize social security, asset protection, growth opportunity projection, and retirement income stress testing, we can provide you with a clear path toward hitting your retirement goals.

RETIREMENT INCOME STRESS TESTING

How long will your money last in retirement. Unlike other firms, we don't manage toward a guessed amount to withdraw from your accounts. We want you to have concrete numbers so you can work within your retirement budget. No one else gives you stress testing like we do, as we put your portfolio's income through inflation, longevity, market volatility, and tax scenarios that could deplete your nest egg.

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TEAM APPROACH

With our process, we work as a team with tax and legal experts along with our CFP's and CFA's to help you get answers in a timely order. We believe a collective perspective is better than the advice of one individual.

WITH YOU ON THE JOURNEY

We work with you on progress meetings throughout your onboarding as a client. We call the companies and work for you rather than you scrambling to find what you need to execute your roadmap.

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