Clients We Serve
The clients we serve generally call on us wanting help in developing a comprehensive income plan. In most cases, they have spent years saving, investing, or building their business and need assistance piecing together income from 401ks, IRAs, and 403B plans while navigating social security decisions and taxes. We’ve developed a repeatable and predictable method to help you develop a plan and monitor. We call it the GPS Method. Call us today to schedule a 15-minute FIT meeting to learn more and see if we are FIT.
Meet Our Team
How Can We Help?
Many firms focus almost exclusively on investment selection, and while we agree choosing investments is important its far from the ONLY thing that matters. In contrast, we help our clients focus developing a clear income goal and then choose investments that support that income goal. We’ve developed a repeatable and predictable method (The GPS Method) to help our clients develop a plan and monitor progress. It’s never to early to clarify your income goals and work toward them. It’s how we help. Call us today to schedule a 15-minute FIT meeting to learn more today.