We don't just plan for the ideal end of your career.
We plan for your dream life.
Will I Be Okay?TM
This is the most frequently voiced concern of clients.
The financial industry has historically sought to answer this universal question by investing toward a speculative number. That's not enough.
When a medical doctor only focuses on presenting symptoms, they can completely miss a major disease. Likewise, an advisor must look at a far bigger picture and address all the risks and challenges faced in retirement for the investment piece to have real meaning.
Otherwise, clients may literally be only one life event away from plan failure and potential ruin.
Clients and advisors* can now connect via Plan(D)reamTM,
a proprietary process addressing the 26 risks and challenges routinely missing from a traditional financial plan.
While actual outcomes are dependent on a wide range of factors, only a truly integrative approach to financial planning can give greater reassurance that one can retire with both class and dignity.
With Plan (D)reamTM, sleeping well at night never felt so good.
*Our growing advisor community is diverse by gender, age and sexual orientation.