Step 1: We create financial plans in 3 ways
#1 The Retirement Architect Program
For over a decade now, our flagship service is the Retirement Architect Program..Through the Retirement Architect Program, we take your entire life – both financial and personal – and meld it into a beautifully crafted financial plan.
#2 The Retirement ZOOmer
The Retirement ZOOmer is a two hour financial planning “event”. It’s not as detailed as the Retirement Architect Program which takes several meetings to complete. It is far more robust – and valuable – than our hourly financial planning services however.
#3 Hourly Financial Planning
For less complex financial situations, we provide hourly financial planner services. Whether you want a quick portfolio “tune-up”, or a more thorough and detailed financial Q&A, we can help in as little as one hour!
Step 2: We execute through world-class investing
The world of investment management can be highly complex, confusing, and frustrating for most investors. Fortunately, we focus on the your financial plan first which helps us take the worry out of the process.
Part of your financial & investment plan is understanding your risk tolerance. Your risk tolerance is important, so we use the industry’s premier risk tolerance assessment process by Riskalyze.
Your Risk Score is then complimented by your risk capacity and risk required from your financial plan. These three aspects of your planning determine your ultimate investment portfolio.
After we have a solid grasp on your most appropriate investment mix, we execute using investment strategies created by the highest levels of academia. While we’re 100% independent with no ties to any insurance or investment managers, we’ve found a high level of investment excellence with Dimensional Fund Advisors.
We have access to every investment available through our institutional custodian TD Ameritrade. Since the universe of investments vast, our investment process involves a thorough scrubbing to help ensure consistency and quality. We use the fi360 process for this each and every quarter. If our process exposes any weakness, we make changes accordingly.
Once your plan is fully implemented, we follow a consistent and structured process of ensuring your investment portfolio stays on track throughout your retirement lifetime.
Not in Las Vegas? We provide financial planning & investment management online
While most of our clients are local to Las Vegas, we work with clients all over the country through a series of GoTo Meetings and phone consultations. Our online financial advisor services use technology to bring our services and solutions right to your desktop computer!