At myFinancialPro, we don’t just plan out retirement income distribution strategies and manage investments  - our mission is to provide clarity, context, and confidence through deeply human financial guidance. We integrate decades of real-world experience to help guide our innovation, wisdom and logic to benefit our partner; you.

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If you are within 5 years on either side of retirement and open-minded to financial guidance, we should be talking.  

 

 

Why We Only Accept 50 Families ​​

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By limiting our practice we provide a level of concierge "Personal CFO" service that a firm with thousands of clients simply cannot provide. 

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The Wisdom of Three+ Decades 

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We bring 30+ years of trusted financial wisdom, clean compliance, and long-term thinking to every conversation.

 

​​It's not about beating the S&P500 as we cannot understand how that is relevant to your financial goals.  True alpha is the personal customization and alignment we bring:  custom benchmarks, tax aware portfolio choices, tailored sleeves, personalized income distribution strategies, scenario modeling, and proactive planning that is uniquely yours. 

 

Preventing just a single poor decision could be worth thousands, hundreds of thousands or even millions of dollars.   ​​