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.