01
Missiles. Not puppies.
Your advisor shouldn’t just model the outcomes you want to see. If everything put in front of you is rainbows and puppies...you should run. Life doesn’t work that way.
We tinker. We stress test. We sit with you and send missiles at your portfolio to see how it holds up.
02
It’s the real result that matters.
The only way for you to feel truly confident about your plan is to feel confident that we’ve modeled everything from the missiles to the puppies.
More than understanding what you own and why, you should fully understand what decisions and external events may affect your portfolio...and why.
03
Dream bigger.
Plugging your goals into a program or spreadsheet does not answer the important questions of what if… Often we help our clients dream bigger in their goals for their family.
04
Embrace financial clarity.
The real advantage of our retirement planning process is helping you grasp the degree of flexibility in your plan. You’ll gain a much clearer understanding of constraints and possibilities, hopefully leaving you better informed and more confident.
Let’s Create Your Personalized Retirement Plan
Our Recent Insights
David Levitt
5 Blunders to Avoid in Implementing Your Estate Planning
David Levitt, Client Advisor, identifies the top five estate planning mistakes and offers sage advice to ensure your legacy is preserved and your wishes are fulfilled.
Candace Lee
Choosing the Right Donor-Advised Fund for High-Net-Worth Individuals
Learn how to choose the right donor-advised fund to maximize your charitable impact, ensure flexibility, and make the most of your philanthropic dollars.
Barry Glassman
Glassman Wealth Surpasses $2 Billion Assets Under Management
Barry Glassman writes why these milestones typically don't matter to clients, but in this case it really does. (AUM as of February 29, 2024)
