ARE YOU ON TRACK?
If you are still working...
- 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 or approaching retirement...
- 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
session with bill
Why Become A Coffeehouse Investor
Because it allows you to stop worrying about things that are out of your control
so you can focus on the financial planning activities that are in your control.
Here is how you do it.
Maximize Your Returns Through Index Funds
Statistics show the harder you try to beat the market through active trading, the worse your portfolio performs. Index funds allow you to maximize your returns in each asset class of your portfolio.
Control Your Destiny By Creating A Financial Plan
Now that you are ignoring Wall Street, you are able to focus on financial planning issues that actually matter like saving and spending, tax management, estate planning, and insurance planning just to name a few.
Get On With Your Life & Focus On What Matters
Become a Coffeehouse Investor so you can ignore the whims of Wall Street and turn your creative energy towards things in your life that matter like your career, family, and community.
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.