Meeting Your Personal Retirement Goals

Any wise person should ask: does the world really need another financial firm? The answer is: NO–not like those that already exist.  But there is a crying need for a firm that addresses key client issues that have been neglected, under-served or, too often, poorly served.  We have identified such an area, and it is our focus:  Meeting retirement goals–particularly in these extraordinary economic times.

  • In a 2010 survey by EBRI (Employee Benefit Research Institute), only 16% of workers said they were very confident about having enough money to live comfortably throughout retirement.
  • Only 46% of respondents said they had even performed a calculation to determine retirement needs.
  • A recent survey of 238 wealth managers, performed by PricewaterhouseCoopers and reported in the New York Times August 1, 2009, shockingly disclosed that 36% of the advisers surveyed actually admitted they believed they were not qualified to do their job!

Many financial advisers produce superficial “plans” as a “loss leader” to entice investment management clients.  We strongly believe that good planning–itself–constitutes the most critical task in meeting retirement goals.

Our Planning Process:

  • Provide roadmaps defining the groundwork of one’s financial future;
  • Develop asset allocation and investment approaches to fund the plan and manage it over time; and
  • Coordinate services with other experts, in such fields as taxation and estate planning, to meet a client’s needs efficiently and comprehensively.