Flat-fee and hourly financial planning for people approaching or already in retirement.
Serving people who:
Want financial advice with no strings attached
Want to take action
Are comfortable maintaining control of their hard-earned money
Are genuinely nice people with whom we share a mutual respect
Making work optional
Retirement planning doesn’t mean you must retire. It means reaching a point where you don’t have to go to work each day to earn a living – a point where your time is truly your own. With the right planning and a trusted financial advocate by your side, we believe you can get there faster.
