MASTER YOUR
MONEY MARATHON
Start With The Book
To ensure our clients worry less about their retirement and more about living a brighter life.
Brighter Retirement Roadmap™
Your roadmap to a brighter retirement
Our Brighter Retirement Roadmap™ is designed to help you fulfill your destiny. It’s designed to illuminate the path that best enables you to realize your dreams. It will walk you through each step of your journey with Brighter Retirement.
Roadmap Development Process
Step 1. Discovery
We sit down with you and go over where your finances are now. We do this to understand how we can help you take them further.
Step 2: Possibilities
During the possibilities meeting, we will lay out for you how we can help you take your retirement further based on what we discovered in the discovery meeting.
Step 3: Vision
After understanding where you are now and talking about your possibilities, we now have the foresight to create a plan of how your retirement truly can be brighter.
Maximize your income.
The #1 concern of retirees today is the possibility of outliving their money. Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
Minimize your risks.
In order to help preserve and grow wealth, our goal is to help avoid large market losses and shoot for consistency in various market cycles. We’ll talk risk tolerance, portfolio fees (and how we may be able to reduce them), volatility control and our comprehensive money management approach.
Save money on your taxes.
“A Penny Saved is a Penny Earned” Portfolio earnings are best when paired with tax savings. Both are needed to optimize and create a smart retirement plan. We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your financial plan.
Plan for your posterity.
Together with qualified professionals, we’ll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
Find the best healthcare plan for you.
We’ll look at Medicare, Parts A, B and D, and long-term care options in order to address rising healthcare costs.
Illuminating the path to a brighter Retirement
Welcome to Brighter Retirement. Our team of financial experts is dedicated to providing personalized and comprehensive retirement planning services to ensure that you can enjoy a comfortable and secure retirement.
Retirement Insights
Education
Our Masterclass teaches you the basics of a brighter retirement.
Roadmap
The Road to a Brighter Retirement begins here.
Benefits of Brighter Retirement
Why Choose Us
``Everyone is so kind and treats you like you are the only client. They also teach what is happening and not just doing whatever.``
``The One-on-One time to visit and ability to reach out and have our questions answered has exceeded our expectations when working with Devin and his team.``
``Honest, Knowledgeable, Caring to know our needs and find solutions that we will be comfortable with.``
``I started working with Devin because I needed a monthly income plan after becoming a widow. He is honest, personable, remembers my unique situation, and always answers my phone calls in a timely manner.``
``His team helped move our funds into a position with a plan to be able to retire. They have been very helpful, knowledgable and positive to work with.``
``We appreciate his education through videos, podcast and different client emails. We very much appreciate the monthly reports of our portfolio.``
``He is personal and professional. I love all the employees!``
``Devin figured out how I could buy my condo. He did this in a matter or days- I think it was over a weekend:) Excellent, One of a Kind:)``
``Devin manages our finances to that we would be able to have a quality life during our retirement``
``Devin and his team give exceptional service and value. I love their communication, friendliness, and know their adice puts me in a better financial situation.``