We have made it our mission to provide financial planning and investment advice that helps professionals in the pharmaceutical and health care industries to make informed decisions about their retirement benefits. Our planning seeks to simplify the complex decisions you face so you can fully embrace your retirement.
When you reach out to us, we will provide a sophisticated analysis of your potential cash flow and assets prior to retirement. We will then provide multiple potential pathways based on factors such as age at retirement or date you begin claiming your pension. Together we select the path that has the highest probability of financially sustaining you through retirement.
Should you then choose to work with us, we will provide ongoing financial and investment planning. We base our work on a fiduciary obligation to put your best interest first. As an independent advisory firm, we are not motivated by a commission environment. Rather, we offer advice on a fee basis that is designed to help you pursue your vision of retirement.