As a nuclear professional myself (RP Supervisor and Senior Reactor Operator) with an Engineer's mind, I understand better than any other adviser how you think, what it took to build your wealth, and what you're looking for. You're analytical and you want details. You want math and science to prove your retirement plan will work.
We can deliver that. The industry is broken. So many over-charge and under-deliver. If you're paying more than 0.75% in AUM and/or are not receiving comprehensive financial planning from a fiduciary including estate planning and tax planning, your firm is doing you and your family a disservice. Stop paying too much, the difference can be devastatingly expensive over the long term.
We can deliver that. The industry is broken. So many over-charge and under-deliver. If you're paying more than 0.75% in AUM and/or are not receiving comprehensive financial planning from a fiduciary including estate planning and tax planning, your firm is doing you and your family a disservice. Stop paying too much, the difference can be devastatingly expensive over the long term.
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