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Retirement = Income

In Retirement, it's all about Income. It has to be the main focus of your planning. Where is the money going to come from that will allow you to live the lifestyle that you want? Simple... Your Personal Savings. So no matter what your age is today, make savings a priority. 

For most people Social Security is an important part of their retirement income, but do you really want to count on the Federal Government to pay your bills? No, this responsibility rests squarely on Your shoulders. While that may sound daunting, the good news is, you're not alone. We're here to help you. We'll guide you, coach you, encourage you and build a team around you to make sure that when you get to retirement you have the assets to fund Your Retirement Lifestyle.

As a  Fee Based Registered Investment Advisor (RIA) and Fiduciary, you don't need to worry about the sales of commissioned investments. Whereas stock brokers have to take care of their employers needs first, our licenses mandate that we must put your needs before our own.

What is Your Retirement Lifestyle? Everyone is different, and we work with all ages to help build a portfolio that is tailored to reach Your lifestyle goals. We're not big on titles, but Personal CFO fits pretty good.

We're ready to help protect and grow what took you 20, 30 or even 40 years to build.

Retirement planning is at the core of our services. Our team has extensive experience managing money in both bull and bear markets. We do not experiment with our clients' money, and we do not invest based on a hunch or a shoot-from-the-hip mentality.

For most of our clients, the focus is on capital preservation followed by continued growth. But every client is an individual and has different needs and unique circumstances. Here are the 6 main areas of planning we provide.

We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio. We focus on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives. It’s not what you get, but what you keep.

We are not married to any specific type of investment. Being independent allows us to find out what our client's dreams and goals are first, and then go find the "stuff" to build the plan. We focus on searching for and utilizing 'best-in-class' investment vehicles for every component of the client's portfolio.

Retirement Lifestyles refuses to offer proprietary funds because of the conflicts of interest that they can create. As a registered independent advisor, we also serve as a fiduciary, a legal standard by which we must employ the highest standard of care when it comes to advising clients on their money.


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Investment Management

Many people who come to see us, already have a current relationship with a financial advisor. So why do they come see us? Simple, they don’t understand what they own, how much it costs them, or why they’re investing the way they are. They are just investing, without purpose.

Most stock brokers and financial advisors work on commissions, so you end being sold a bunch of stuff that doesn’t really make sense to you. But the names of the mutual funds sound pretty cool and diversified, so it must be okay right? Well… maybe. Also, you never really know how much you are paying for those investments because the fees aren’t disclosed on your statements. It’s almost like they don’t want you to know.

We work on fees, not commissions. No sales pitch here.

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