As advocates for goals-based financial planning, we provide tailored advice through holistic planning solutions — Ultimately, this helps our clients save and invest in ways that usher them closer to accomplishing their life goals — After all, our clients' goals can be as varied as their financial situations.
facing the dangers of 'sequence risk' for retirees.
facing the dangers of 'sequence risk of returns' for retirees...
number of months the average bear market lasts (when stock prices fall).
number of our clients who have lost any principal or interest following our advice using fixed index strategies over 39 years.
number of months it takes the average diversified investor to recover from a bear market.
number of money managers in the country who have out-performed the S&P 500® over the last 20 years (an almost free, unmanaged index).