We are here to help you:
Stop Worrying
Feel confident
Pursue Your Dreams
You Worked Too Hard to Leave Your Retirement Up to Chance
You want a life full of new possibilities in retirement, but you’re uncertain how to achieve it. Have you saved enough money? How do you correctly put together all the pieces of your retirement puzzle?
We think you shouldn’t have to worry about retirement when you have been so responsible with your money.
Make Your Retirement Possibilities a Reality
Our goal is to help you:
Make Good Decisions
Feel Confident That You Will Be OK
Live Your Best Life Now
We Understand the Gravity of the Decisions You Need to Make
Our firm has always specialized in one thing only—retirement.
We’ve guided hundreds of couples and individuals into retiring.
We help cut through the complexity so retirees can move forward confidently.
Stop Stressing About the What-If’s and Get Excited About the What-Will-Be’s
We understand that the multitude of retirement decisions you face can leave you feeling uncertain. You want specifics for everything from retirement account distributions to Social Security timing. But getting to the specifics is a long process, and mistakes can be easy to make.
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Our goal is to help you live your ideal life by managing the process for you. You may think this is something you should do yourself, but it takes a lot of time, education, and willingness to piece together the financial puzzle. Retirement can get more stressful, not less!
Since we specialize in only retirement, we already have the expertise to help create a comprehensive plan. Located in Greenwood Village, Colorado, we are a fee-only advisory firm providing life-centered planning to pre-retirees and retirees in the Denver area and nationwide. Working with you, we provide financial planning and low-cost investment management strategies to help you meet your dreams today while creating your ideal vision for the future.
We are here to help you quit stressing about the what-if’s and start doing the only thing you should be doing in retirement—enjoying it!
The Plan
STEP 1
Schedule an Introductory Call
STEP 2
Tell Us Your Story
STEP 3
Together, We Build Your Plan
Are We a Match?
Retired or Nearing Retirement.
We focus on serving individuals who are already retired or approaching retirement, typically within ten years. This enables us to customize our services and expertise to meet the specific needs of retirees.
Prudent and Disciplined Savers
Our clients are diligent savers who value financial independence and the freedom it provides. Thanks to a lifetime of savings and careful spending, they have typically accumulated retirement savings of at least $1,000,000.
Seeking a Trusted Advisor
Our clients believe that a successful retirement is too important to go alone and realize that achieving it requires the support of knowledgeable and experienced professionals.
If this sounds like you, and you have saved at least $1,000,000 towards your retirement, we would love to speak with you. Let's schedule an Introduction call! You can learn more about our process by visiting our "How It Works" page.
While we would love to help everyone, we intentionally limit the number of clients we serve so that each client gets the personalized attention they deserve. If you feel you do not fit the criteria above, we suggest you visit the Fee-Only Network or Let's Make a Plan! to find a Certified Financial Planner professional near you.
Or ask us for a referral! We are happy to help you find the right advisor at the right firm.
Take the First Step—Schedule a Call!
We start with a complimentary, no obligation, 30-minute call to discover how we can best serve you. We’ll discuss your situation, answer your questions, and explore whether we’re a good fit for each other. If we think we can help you, we will discuss the next steps, if not, we will refer you to another firm.