We will coordinate the activities of all your financial, tax, insurance and legal professionals on your behalf so that they work in concert, ensuring you get the best advice from each.
You may have more accounts with more institutions than is necessary to achieve your goals. We will consolidate your financial affairs, reducing the complexity, so you can easily understand it all.
We will address any gaps in your planning and take care of whatever important tasks need to get done so that your financial house is in perfect order.
We will create a clear, actionable plan that will simplify your life, so you can focus on more important things than managing your money.
We will hold your experts accountable to give you the best advice for your financial situation, and we will hold you accountable to do your part by implementing their recommendations.
Tim Keating is the President and oversees all investment counseling.
Tabitha Aspling is the Operations Director and responsible for client service.
Stephanie Keating is the Marketing Director.
Should you use your age to determine your asset allocation? Conventional wisdom says yes. We say no—emphatically. Using some simple simulations and predicated on the critical assumption that a retiree has set aside two years’ of living expenses in cash, we make the case for a 0% allocation to bonds in a retiree’s portfolio.
We are pleased to announce the launch of our “101 Series.” Given all the upheaval in the industry over the past few years, and as an antidote to the rampant complexity and confusion, we are publishing a series of four-page briefings, each answering a common financial planning question clearly and succinctly.
