• Can you meet virtually and work with people in other states?

    Of course! While many of our clients are in Nevada we work with individuals aged 50+ across the United States.

    Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.

    Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

  • How does your firm make money?

    We are a commission-free (a.k.a. fee-only) retirement planning firm. Our fees depend on your needs and complexity and are a transparent line item.

    One transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning. Our goal is to lower your taxes, invest smarter, and create reliable income in retirement.

    Scheduling your first call with us and going through our Free Retirement Roadmap process will help you make an informed decision about working with our firm and others you may be considering.

  • How are you different than other financial advisors?

    There are three really important things about our firm that separate us from others:

    1. We specialize in working with people planning for retirement and/or emerging from divorce after 50. We are retirement specialists focused helping you build the financial foundation for a meaningful second act.
    2. We don’t work with everyone! We think we are nice people. We want to work with nice people!
    3. Money is important. But it’s not the only thing. We see money as an important tool providing the security to allow us to lead a life rich in human relationships and the 3 Gs: gratitude, generosity and growth.

  • Why should I consider hiring you?

    Great question! But first, let us explain why you shouldn’t hire us.

    If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

    But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.