Will your retirement be both memorable and purposeful?
The Retirement Architect Program
There are things in life which take both money and planning to achieve. The Retirement Architect program helps you define your ultimate retirement lifestyle, then execute to make it happen.
It’s an immersive financial and investment planning experience. There’s very little we don’t tackle throughout the process.
Our Client Services Calendar
After your financial plan is perfect, we’ll execute using a world-class investing process
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 is 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.