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Who We Serve

Our Complete “Sherpa” Experience is designed to support you throughout your entire retirement journey from beginning to end. Our ideal clients are everyday people who have worked hard to build up a nest egg and who want to enjoy their retirement to the fullest without worrying about running out of money. We tend to divide financial planning into two different stages: the journey up the mountain (accumulation) and the way down the mountain (decumulation).

For Pre-Retirees

If you are still working, you may have asked yourself when you can retire or what lifestyle you will be able to afford after you are no longer working. As you accumulate wealth during your working years, we put the right vehicles in place to protect your assets, maximize your retirement funds, and provide you with a clear picture of your progress toward the summit of the mountain.

For Retired Individuals

Contrary to popular perception, there are a lot of important decisions to make in the years after retirement. Careful strategy is essential to extend the life of your retirement funds and protect you from the unexpected. We often find that the early years of retirement can come with a false sense of security or a belief that there is plenty of money. We help our clients navigate the journey and avoid common pitfalls that can happen in the post-retirement years.

Get Started Now

If you’re interested in partnering with us to create the kind of worry-free retirement you’ve worked a lifetime to achieve, call us today at 760-752-7848, email us here, or click on this calendar link to schedule a 15-minute “Get Acquainted” phone call so we can find out a little more about your situation and see how we might best be of service to you.

SCHEDULE A 15-MINUTE “GET ACQUAINTED” CALL