As independent fiduciaries, we only provide recommendations in your best interest. We understand protecting the wealth you’ve accumulated and generating income are your biggest retirement concerns. We specialize in working with people aged 55 and older looking for the planning and guidance to ensure a smooth transition into – and through – retirement.
Our team is led by David Johnston, an experienced CERTIFIED FINANCIAL PLANNER™. Through a highly personalized process, we get to know you, your goals, and personal circumstances. We then develop a blueprint of your financial dream home, so you can live the life you want and retire with confidence.
Fully addressing your financial needs and giving you access to a broad range of solutions is at the heart of everything we do. Our aim is to guide you through these decisions using the best tools, technology, and strategies available. We offer a comprehensive suite of customizable solutions to help you pursue your unique goals.
Manage the valleys; the peaks will come. We build portfolios designed to prosper during “sailing” environments and withstand “rowing” ones.
Retirement shouldn’t be stressful. We construct income plans designed to help you navigate turbulent waters.
Comprehensive financial planning involves much more than stocks, bonds, and mutual funds. We provide the guidance to manage your finances, balance work and leisure, and make smart choices for the future.
Protect yourself and your loved ones from the financial impact of unexpected life events. We develop comprehensive insurance plans addressing life’s “what if’s”.
An effective estate plan ensures your wishes are carried out in the event of illness, injury, or death. We confirm beneficiary designations remain accurate and collaborate with attorneys drawing up vital estate planning documents.
We help mitigate the impact that taxes can have on your assets, including the legacy you plan to leave for your family.