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 are likely to be the biggest 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 save, invest and plan for a life of wealth and happiness. Schedule a strategy session with us today.
Schedule a strategy
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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 securing your savings to last throughout your retirement.
The financial world environment looks very different nowadays. Investors can’t afford to continue in the current markets using outdated investment strategies. Welcome to the new world of investing and financial planning.
Maximize Your Returns Through Index Funds
Control Your Destiny and Retire on Time by Creating a Financial Plan
Get On With Your Life and Focus on What Matters
Quick Tips to Building 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.