Financial Independence

We like to use the term Financial Independence instead of Retirement, because it more accurately describes the ultimate goal of most of our clients: to be in a place where they choose whether to work, how much to work, and what kind of work to pursue. The old days of sitting a home in a rocking chair are over. You have a lot of life to live, and more time and money would help you live it. That’s where we come in… we design a workable plan to get you where you want to be. And then we help you step-by-step along the way. And when your life changes, and your goals change, we will be there to help you tweak the plan, if necessary, to keep you right on track.