The perfect retirement allows you to have enough money to sleep well at night, and enough purpose to get out of bed in the morning.

Our retirement planning process focuses on both the quantitative and qualitative aspects of retirement. Almost any financial advisor can put together the quantitative aspects of retirement (investments, financial plan projections, social security, tax and cash flow planning), that's not an advantage, it's a given. However, very few financial advisors can walk you through the qualitative aspects of retirement and proactively plan not just for the quantity of your accounts, but for the quality of your life.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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