APPROACH
Your Path Forward
The path from executive career to retirement should be clear and confident. Through a proven process and personalized approach, we help you transform professional success into a purposeful next chapter.
HOW WE HELP
Three Steps to Retirement Confidence
The retirement you've earned:
Share Your Vision
We’ll meet via phone, video or in person to understand your retirement dreams and current situation. This conversation might span two meetings - what matters is taking time to ensure we're the right fit.
Get Your Blue Print
Your custom financial plan covers investments, taxes, income strategies and more. Yes, I'll need detailed financial information, but I make this part easy. The result? Clear answers to every question about your future.
Live Your Best Chapter
If we're a good match, I'll help implement your plan with ongoing support as life changes. Some clients prefer to implement independently, others want an ongoing partnership. Either way, you'll have a clear roadmap to your ideal retirement.
OUR INVESTMENT PHILOSOPHY
We believe investing should focus
on your life, not just your
portfolio:
Strategic Focus
Your success comes from smart decisions, not chasing trends
Tax-Smart Approach
Keep more of what you've earned through strategic planning
Clear Direction
If we can't explain it simply, we don't use it
Your Life, Your Plan
Every choice connects to your ideal retirement vision
ONGOING GUIDANCE
Our Services
Whether you need a one-time plan or ongoing guidance, we'll help protect and grow your
wealth while minimizing tax impact.
Financial Blueprint
$5,000
Together, we'll evaluate every aspect of your financial life - from retirement and investments to taxes and estate planning - then create a clear, actionable strategy designed around your goals. You'll leave knowing exactly where you stand today, where you're headed, and what steps to take next.
Your Financial Blueprint includes:
A comprehensive review of your current financial picture
- A personalized retirement income and cash flow strategy
- Tax planning opportunities and long-term tax strategy
- Investment analysis and portfolio recommendations
- Estate planning review and coordination recommendations
- Actionable next steps with a prioritized implementation plan
Ongoing Partnership
1% of assets under management
$15,000 annual minimum
We continually optimize your entire financial life - from investment management, retirement planning, tax strategies, and estate planning.
You have one trusted advisor coordinating everything. One clear strategy. One place to turn when life changes.
Everything is included:
- Personalized financial planning
- Investment management
- Tax strategy and coordination
- Retirement income planning
- Estate planning collaboration
- Ongoing proactive advice
- Unlimited access for questions and guidance
Grow Your Wealth By Maximizing Your AbbVie Benefits
FREE GIVEAWAY
By Dave Grant, CFP® of Retirement Matters.
We want to make sure you have access to all the knowledge we give to clients, should you want to implement your financial plan by yourself. Download this book to learn how to maximize your AbbVie benefits package.