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Choosing the right financial advisor can be one of your most important decisions as you approach or are in retirement.

We believe that before you pay someone a dollar in fees or trust them with a penny of your nest egg, they need to demonstrate exactly how they will deliver massive value to your retirement.

To help potential clients make an educated and informed decision about our firm, we’ve designed a no-cost, no-obligation, simple 3-step process we call our Carefully Crafted Discovery Process.

We also recommend that you take a look at our Unique Pricing Model.  It’s a Flat-Fee Model, and on this page, we describe WHY we feel it is better than typical advisory fee models: Our Unique Pricing Model

Before we even begin the process for you, we schedule a 15-minute initial call to answer your questions, to see if we are potentially a good fit for each other, and to explain in greater detail the process steps for helping you evaluate our firm. (or any other firm you choose to work with)

To schedule your initial call, simply Click Here

Important Note: Just like you wouldn’t see a neurologist for heart surgery, we work exclusively with people who are retired or who are planning to retire in the next five years.

If you are an existing client, please contact us through your dedicated email or call us.

107 E. Lancaster Ave.,
Suite 102,
Downingtown, PA 19335