Your Comprehensive Retirement Planning Partner
Schedule a quick 15-minute call with one of our CERTIFIED FINANCIAL PLANNER™ professionals to discuss your most pressing questions related to retirement.
We help individuals over 50 who are within five years of retirement and have a minimum of $1 million in investable assets.
What to Expect
In just 15 minutes, we will:
- Discuss your retirement timeline and goals
- Identify gaps in your current plan
- Provide clarity on your next steps towards retirement
Complete Financial Planning For Your Retirement
Investment Management
We can help you build a diversified portfolio that meets your risk tolerance and investment objectives.
Retirement Planning
We can help you create a retirement plan that will help you work toward your retirement goals.
Tax Minimization
Our goal is to help you minimize your taxes and maximize your after-tax income.
Estate Planning
We can help you preserve your assets and ensure that your wishes are carried out after your death.
Awards & Recognition
It’s a great honor to be added to a list, receive an award, or gain recognition for the retirement planning, investment management, and estate planning work our firm has done in clients’ best interest.
What Makes Us Different?
We carefully select clients who want comprehensive financial planning and investment management from a full-service financial firm.
- President Ty Bernicke’s research on investment management and financial planning has been recognized or published in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times.
- As an independent firm, we are not employed by a large corporation that has various products that we are encouraged to sell. Instead, we act in a fiduciary capacity for our clients, meaning we act in your best interest
- We offer a holistic approach, collaborating with you to implement and adjust a plan covering investment management, tax minimization, retirement, estate, and risk management.
See What Our Clients Say
This statement is a testimonial by a client of the financial professional as of 12/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Frequently Asked Questions
What happens during the call?
We’ll have a brief discussion about your retirement goals and determine if we’re a good fit for your needs.
Is this call really free?
Yes! There’s no cost or commitment to schedule your 15-minute call.
What do I need to prepare?
Just bring your questions and an idea of your retirement goals.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
