We’re known across the country and serve clients in many states, but our focus is building one-to-one relationships that make each individual feel at home.
Through a personalized process that goes beyond the numbers to real life values and aspirations, we provide retirement strategy, coaching, education, encouragement, and unbiased fiduciary advice.
We put the dollars and cents aside to talk about life. Through a series of open-ended questions, we explore core values and aspirations, and identify key issues that could make your life simpler, happier and more fulfilling.
Next, we conduct a thoughtful and thorough analysis, and use an advanced risk profiling tool based in behavioral finance theory. BLRS summarizes the findings in a clear, one-page action plan (SWOT) that illustrates your financial strengths, weaknesses, opportunities and threats.
You receive a customized asset allocation recommendation, lifelong income plan and a scientifically balanced portfolio. With the Safe Money Benchmark Strategy™, your goals—not an arbitrary benchmark-guide the investment process.
We remain your retirement advocate through ongoing personal communication and coaching. Offering unique tools to help you stay on track, we work with you to continually replace uncertainty with confidence.
After 30+ years, the biggest retirement missteps seem to be as common as they are avoidable. So we wrote them down.Download: The 10 Biggest Retirement Mistakes People Make and How to Avoid Them
If you would also like a free Retirement Readiness kit mailed to you, please submit the form below.