Our team starts with questions instead of answers, including:
• What matters most to you?
• What experiences do you seek, or wish to avoid?
• What stands between where you are, and the life you want to live?
• Does your retirement income plan account for changing tax brackets?
• Do you want an advisor who knows you as well as the markets?
• Do you seek advisors who are as caring as they are competent?
We’ve experienced every economic event since the 1990s, all while helping our clients live more confidently. We may be able to do the same for you by providing:
• Tax-considerate distribution plans for your wealth during retirement.
• Social Security filing strategies that help maximize benefits for you and your spouse.
• Strategies to manage required minimum distributions and Medicare premiums.
• Helpful advice to your beneficiaries.
• Active portfolio management using quantitative, data-driven research.
As we get to know you, we apply our Confident Retirement® approach to address four key areas to help you enjoy a more confident life – whether you live in Augusta or across the country. This deep knowledge of our clients, and our unconditionally guaranteed fees, set us apart from typical advisors.
Learn more about how we create reliable income in retirement, tax-planning strategies, and building generational wealth by visiting our How to Get Started tab, signing up for our newsletter, or following us on Facebook and LinkedIn.