INVESTMENT MANAGEMENT
Do your investments align with your goals? Do you know how much you need to retire and stay comfortably retired?
Allow us to lead you toward a more promising financial future. Our services are tailored to those who:
- Have $500,000 or more in their portfolio
- Need guidance on investments
RETIREMENT INCOME PLANNING
Are you feeling unsure about your retirement strategy? Concerned about effectively managing your finances or making wise investment choices?
We are here to provide guidance as you navigate your retirement journey. Our services are customized to help those who are:
- Within ten years of retirement (or recently retired)
- Have saved $500,000 or more for retirement
FEE-ONLY FIDUCIARY ADVISORS
Jake McCarney, CFP®
Chad Majors, FA
Mike Aboussie, CFP®, CIMA®
prioritizing what’s
IMPORTANT
As you rely on us for your wealth management, we allow you to let go of financial worry, concerns over the complexity of the markets and second guessing. From retirement planning to comprehensive investment management, our services will free up your time, allowing you to be intentional and deliberate in spending time with family, hobbies, vacations, and other pursuits.
