MASTER YOUR
MONEY MARATHON

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Our Mission

To ensure our clients worry less about their retirement and more about living a brighter life.

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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.

Step 4: Delivery

We will give you our finalized plan for your finances and retirement.

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.

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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.

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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.

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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.

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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.

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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
We educate you on retirement do’s and don’ts.
Education
Our Masterclass teaches you the basics of a brighter retirement.
Roadmap
The Road to a Brighter Retirement begins here.

Benefits of Brighter Retirement

Clarity

Transitioning into retirement can be a confusing time. Brighter Retirement makes investing in your retirement clear and simple.

Guidance

Retirement doesn't have to be done alone. Let us guide you through the process of investing in a brighter retirement.

Peace of Mind

With industry proven processes to help you manage your retirement, you can rest easy knowing Brighter Retirement is in your corner.

Support with Us

Along every step of the way, we are here to answer your questions and address your concerns. We have made it our mission to ensure you feel at home here.

Why Choose Us