The Coffeehouse Investor joins forces with Edelman Financial Engines, Barron’s #1 Registered Investment Advisory firm in America for the last seven years. Awarded each September (2018-2024) by Barron’s, based on data within a 12-month period. The combination provides a team approach to wealth planning.
ARE YOU ON TRACK to retire?
If you are approaching retirement...
- Are you saving enough to retire on time?
- Are you maximizing your tax-deferred opportunities?
- Does your portfolio reflect the risk tolerance of your financial plan?
If you are retired...
- Will your portfolio sustain you through your lifetime?
- How will you maximize Social Security benefits?
- Taxes could be a big drain on your portfolio, do you have a plan to minimize the impact?
Trying to address these decisions alone is overwhelming. If you are ready to plan to invest and save for a life of wealth and happiness, schedule a strategy session with us today.
Schedule a strategy session with bill*
* Limit one complimentary offer per household, per 18 months. Only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines' discretion.
Become A Coffeehouse Investor
Markets are efficient, if not always rational. How does this affect you? By allowing you to focus on things that matter.
When you embrace the Coffeehouse Investor philosophy, you can focus your attention on financial planning issues that matter most when planning to secure your savings to last throughout your retirement.
Seek to Maximize
Your Returns
Help Control Your Destiny
Get On With Your Life and Focus on What Matters
THE NEW WORLD OF INVESTING
The new world of investing and financial planning provides an integrated and personalized path to help you achieve your dreams and goals that matter most to you.
*Certain services provided on an educational and guidance basis only.
Quick Tips to Build Wealth
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TWO BOOKS TO HELP YOU BUILD
WEALTH AND GET ON WITH YOUR LIFE
The New Coffeehouse Investor book - the book that has been teaching people how to build wealth, ignore Wall Street, and get on with their lives for the last 25 years.
“It is a wonderful book. Indeed, I’m tempted to say, ‘It looks like I wrote it myself.’ Now, if people will not only read Coffeehouse but act on its message.” – John C. Bogle, founder of The Vanguard Group
Newest Release: The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness, Learn how to take control of your long-term financial goals and enjoy financial freedom in retirement.
“This small-but-mighty volume is the perfect gift for loved ones looking to find their financial footing – and enrich their lives over their next coffee break.” – Christine Benz, Director of Personal Finance, Morningstar, Inc.