Our fee-only firm adheres to a disciplined process when designing and implementing client financial plans. We guide clients step-by-step through this process to help them answer questions such as:
- How much money do I need to live comfortably in retirement?
- Is early retirement possible?
- How much can I safely withdraw from my retirement accounts every month?
- Does purchasing Long-term Care insurance make sense for me?
- Should I pay down my mortgage early?
- Does my investment portfolio allocation properly balance risk and return
objectives?