Broker Check

Your smart  wealth and retirement journey begins with our SmartChoice Wealth Strategy®

Our smartchoice wealth strategy

Our SmartChoice Wealth Strategy® is your foundational guide that combines a deep understanding of timeless financial concepts, sound knowledge of economic forces, investment and taxes, and in-depth evaluation of risk dynamics. By focusing on 7 key areas of your financial lifestyle, we can design a financial plan that is specifically tailored to your circumstances and aims. We’ve developed our strategy for clients just like you: folks who value tax efficiency, not running out of money, keeping your wealth in your family.

Questions we can help you answer: 

  • How do I take income from my IRA or 401K investments?
  • Am I on the right track with my investment strategy?
  • What kind of planning can I do to avoid becoming a burden to my family?
  • When do I take Social Security?
  • Will I run out of money in retirement?
  • How do I manage taxes in retirement?

You’ve worked hard to build your wealth and get to this place in life, so it’s time you meet with a team who’s going to work just as hard to help you live your best life. Are you ready to find out if your financial strategy is on the right track?

retirement and income planning

retirement and income planning

We'll help ensure your monthly expenses can be paid with reliability and predictability while considering all income sources.

investment planning

investment planning

The key to successful investing starts by assessing your comfort with investment risk and building a portfolio that matches. We consider several factors when constructing your investment portfolio.

tax planning

tax planning

A comprehensive retirement plan will include a strategy for minimizing your tax burden.

cash flow & debt management

cash flow & debt management

Helping you evaluate your current and future income sources, and helping you become more efficient with your budget.

Family risk management

Family risk management

Keeping your wealth requires protecting your assets through the use of insurance.

major events planning

major events planning

With careful planning, we can help you prepare for life's expected and unexpected financial matters.

Legacy Planning

Legacy Planning

A well-crafted estate plan ensures that what you want to happen will happen... even after you're gone. We can help you avoid the tragedy of putting off an estate plan so you can be at peace.

want to learn more about your strategy?

want to learn more about your strategy?

Our firm has written a concise book about our seven principles for your wealth strategy. Reach out to us to schedule a call about your wealth planning and ask for a copy.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn More
Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

Have a Question?

Thank you!
Oops!