Unlike advisory firms that style themselves experts at everything, i.e., college education planning, estate planning, divorce planning, long-term care, we specialize in RETIREMENT INCOME DONE WISELY.
Do you know the largest financial decision most Americans make in their lifetime? It is not their home purchase, as you might expect, but their retirement income decisions. This is serious business―and you need a serious advisor.
Some people facing this crucial financial decision think any financial advisor will do, or continue with a current (non-retirement income) advisor. Yet you would not ask your family doctor to do a heart transplant or a knee replacement! Likewise, retirement income planning is a specialized area. We think you will agree that you need a specialist to tackle this critical stage of life.
We believe your best retirement income strategy is with the RetireWiseCFP.
Financial Planning:
In the first phase of the retirement income planning process, we often discuss other financial topics, such as estate planning, tax planning, or long-term care. We realize that our clients need to speak with other competent professionals for advice in these areas. As a value-added benefit, we refer our clients to the very best professionals we know. We receive no referral fees for this service, so that we can maintain our independent judgment. We retain our client-focused conduct 100% throughout our relationship. We have no agenda—except yours!
Asset Protection:
We believe our clients deserve the greatest level of asset protection in a world where betrayed trust and financial fraud can exist. From day one, ALL of our clients’ assets are held separately with one of the world’s largest independent asset custodians―Fidelity Investments (1). Fidelity safeguards the security of your assets through SIPC as well as additional insurance in excess of SIPC.
The RetireWiseCFP using bonds, preferred stocks, dividend stocks and ETF builds a customized retirement income and growth portfolio for each client while adhering to the highest standards of fiduciary responsibility.
Call the independent retirement income specialist, 703-760-0043.
(1) Fidelity has assets under administration of $3.3 trillion including nearly $1.5 trillion in managed assets, as of July 31, 2010.
