We start 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?
• What are your key expectations from a financial advisor?
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 – in Augusta or across the country. This deep knowledge of our clients, and our unconditionally guaranteed fees, set us apart from typical advisors.
We help people concerned about creating reliable retirement income, tax-planning strategies and providing for the next generation. The Profile, Insights and Working Together tabs can show you who we are and how we help. Sign up for our newsletter or follow us on Facebook and Twitter to receive insights and ideas you can use.
With the right advice, your next move can be brilliant.