Comprehensive Wealth
Management Services
The educational and personal approach you
deserve for a comfortable retirement
Are you financially ready for retirement?
We offer the experience, tools, and support to
comfortably guide you into retirement and beyond
We have access to attorneys, CPA's, and Senior Care Advisors
that can help in all areas of planning for your future, such as, insurance reviews, philanthropic efforts,
Medicare planning, Social Security analysis, long-term care planning, college planning, and
retirement living.
When your financial plan is overseen with this level of professionalism, you can feel confident that any changes will be accounted for, ranging from economic to legal, tax, and more.
Our Services
Financial Planning
An all-encompassing approach
that keeps your plan on track
Planning is the most important aspect of your financial life, and we spend a lot of time making sure we understand what you and your family is trying to accomplish. Whether it’s retiring early, giving back to charity, or buying a vacation home, we’re here to help steer you in the right direction.
What this means for you:
- Continuous review, check-ins, and modifications to keep your plan on track
- Personalized approach that is aligned with your key values and objectives
- Comprehensive approach that factors in all income streams and financial aspects
Investment Management
Make the most of the wealth you've
worked so hard to accumulate
We believe that making decisions based on evidence rather than predictions will give you the best odds of success. We focus on building evidence-based portfolios.
Sound investment management is about crafting long-term plans to meet your goals. Knowing when to act and when not to is the most important aspect of managing your investment portfolio.
A proactive, disciplined investment process is vital to helping you capture market returns over the course of your lifetime.
What this means for you:
- Ongoing communication, performance reviews, and adjustments to meet your goals
- A customized strategy based on your financial goals, risk tolerance, and timeline
- Access to both active and passive investment strategies for a well-rounded portfolio
Alternative Investments
Find out-of-the-box opportunities
to grow your wealth with less risk
Are you truly diversified by having all of your assets in the "public markets?" We can provide you with Private Equity, Private Credit, and private real estate investments that only qualified advisors can access and recommend.
When adding the right alternative investment mix, this method has proven to reduce risk while enhancing returns.
What this means for you:
- Lower correlation to "public markets" means true diversification
- Reduce your overall investment risk
- Potential for positive returns even when "public markets" are negative
Client Success Stories
See how we’ve helped others retire
confidently and comfortably
Pre-Retirees
Approaching the retirement "red zone,” this couple was ready to sell their business and wanted a partner to help organize their wealth and establish a family legacy plan.
Retirees
With trust as their number one concern, this retired couple wanted to find an experienced and reliable professional to help them stay on track for years to come.
Solidify Your Retirement Plan
The foundation of your personalized plan begins with an in
depth discussion of you and your goals. From there, together,
we will craft a vision that aligns with your values and goals.
Do You Have the Right Strategy
in Place for Retirement?
Explore our 3-bucket strategy to help ensure your investment portfolio provides the financial support you need to enjoy a comfortable retirement
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Portfolio: $2,000,000
Guaranteed Income: $50,000
Income needed in Retirement: $120,000
Additional Annual Income Needs: $70,000
BUCKET 1
Interest = 3%
1 - 2 YEARS
Cash or Money
Market Funds
Safety
Immediate Liquidity
Emergency
Dry Powder
BUCKET 2
Interest = 4.5%
3 - 7 YEARS
Individual Bonds
Safety
Future Liquidity
Emergency
Dry Powder
BUCKET 3
1. Dividend = 3.1%
2. Price Appreciation
7+ YEARS
Growth Stocks
Dividend Stocks
Alternative Investments
Index Stock Funds
Stock Mutual Funds
Preferred Stock
Peter Metcalf, CFP®, CRPC®
This is a hypothetical example and is not representative of any specific situation.
