Nolan and Ron are independent fiduciary financial advisors. Being independent is something that both Ron and Nolan have wanted to do since they started in financial services, and within a few years in the industry were both able to do so. An independent advisor is not captive to a larger organization, which helps alleviate any potential bias in our recommendations. A fiduciary, by law, is required to act in the best interest of their client, doing so through more thorough training and holding licenses that allow us to charge a fee for advice rather than a commission for a sale.

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We take a holistic approach to retirement planning, understanding that the decades-long process of managing a retirement requires more than only allocating investments. We specialize in the transition from working years into retirement; this is called income planning, or figuring out which accounts to get your money out of first in the most tax-efficient way possible. We also specialize in working with elder law attorneys in qualifying clients for Medicaid while protecting their assets for their estate/survivors.