Broker Check

"Transitioners"


As the day gets closer that you want to change your life and close out your career, you have a ton of decisions to make. You may have questions that need to be answered like:

  • Should I start reducing the amount of stock investments that I own?
  • What are the best ways to produce income at the lowest risk?
  • Do I have a plan on how to withdraw money from my portfolio?
  • How much can I safely withdraw to give me the best chance of not running out of money?
  • Do I truly understand my risk tolerance? Have I been asked the right questions?

These are all very important questions and there are many more. We help our clients answer these questions and lots of additional ones. We have worked hard to hone our skills in the lost art of listening. We base our decisions on how we to best serve you by applying what you have told us and not just what we want to hear.

Some questions you might have about us

What is the profile of the your typical client?

What level of service should I expect?

Find Out Here


If this sounds like your current situation, please connect with us to schedule an initial discussion.