We know that some days you want to retire "yesterday". Other days you feel like you could work forever because you love what you do. The truth is none of us knows when we will actually retire because there are some elements we simply can't control. For the elements we CAN control, we utilize our Principals' planning experience and a rules-based system to craft an investment plan to help you invest more fearlessly. For the elements we can't control, we design an insurance plan to help you keep the ground you've gained toward your financial goals. For the unknowns where we cannot predict or insure, we build contingencies into your plans to help you have the flexibility to handle life as it unfolds.

 One thing our clients have taught us over the years is that we all have different ideas of what success looks like. It takes more than numbers to feel confident about where you are -- It takes a plan. It also means working with your other professionals -- your estate planning attorney, your tax advisor, and others, to make sure that you're making smart moves to minimize taxes and to ensure an orderly administration of your business, medical and financial affairs in the case of a disability or your death. Think of it as continuity planning for your life. How will your business run, your household run, who will care for your pets when you can't? Let's make a plan now so that when these stressful times come, you and your family, pets, and business partners will have a roadmap to follow.