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Our Strategy:
Four-year safety net: We recommend maintaining at least four years of expenses in assets that are minimally correlated to the market.
A personal conviction: Our founders, Brandon and Greg, both lost parents to underinsurance. That experience shaped our philosophy: we will not work with clients who refuse to protect their family’s future.
Tools for stability:
Cash value life insurance
Fixed annuities
Retire to something: The most successful transitions come from retiring to something meaningful—not just stepping away from work.
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