The Retirement Dilemma


We see our business as helping our clients create a new reality for themsleves. A vision where the focus is not portfolio performance but optimizing the enjoyment of your money ! Not everyone may share our belief that this new vision will create a more fulfilling, contented, worrry free, satisfying retirement. If you believe that you need less talk about how to invest your money and more information of how to spend and enjoy it, without going broke, speak to us.


The current message from many firms in the Financial Services Industry is an unrelenting focus on Portfolio and Investment Returns.  Everyone wants your investment dollars. Why? Because it makes money for the advisor !

We want to be different ! We believe the world has entered an era of modest single digit returns. Some experts call it " The New Normal". In such circumstances, in our opinion, constant focus on Investing is bound to cause a feeling of scarcity, uncertainity and worry about the future, not to mention ultimate disappointment, Preoccupation with returns and performance will push you to go shopping every few years for a new firm with ultimately the same result.

A time will come when you are too old to enjoy your money ! Whether you leave behind 2 or 3 or 5 million will be immaterial to your life!

Everyone wants you to invest with them. Have they told you when you will finally use your money ? Will there be enough time to enjoy it ?

Disclosure - The above is our view of the business, not everyone may agree.  If you agree, call us for a 'no strings attached' and 'no cost' consultation.

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Check the background of this financial professional on FINRA's BrokerCheck