Living the good life
What does the word retirement mean to you? For some, it's an opportunity to open the restaurant they always wanted. For others, it's an opportunity to see the world, one winery at a time.
Regardless of your vision, retirement no longer needs to define what you will do next. We want to help you manage your money so that you are free to choose exactly what you want for yourself and the people you care about. To us, that's living the good life.
That's why our approach aims to help you preserve your investments and to make the best use of the funds you have available. We look at your big picture - tax strategies, investment management, distributions, estate planning - to bring your entire money management picture into balance and help you enjoy your freedom.
Investment management services
Whether you're building a new portfolio or managing an existing one, our investment approach makes sense » Learn more
No matter what your investment holdings look like - from non-existent to mature - we can help you learn how to more effectively protect and grow it. We have developed our approach over 24 years of investment experience and academic research and share our insight through free educational workshops, articles and our radio show Sound Investing.
Specifically, we look at investing through a global diversification approach that uses a variety of investment styles and worldwide investment sources to impact return and risk - giving you a more balanced approach to investing.
Also, we don't work on commission. We charge for investment services based on a percentage of assets under management. This way, we can offer you more objective advice and guidance.
Tax management services
Year-round tax strategies and planning for wherever you are in life » Learn more
While taxes are one of the dreaded inevitables in life, they don't have to be a point of major stress for you from January through April. We approach tax management through a "what can you be doing all year long to keep the most amount of your money" line of thinking. And "how can you feel better about the taxes you are paying?"
"The time to repair the roof is when the sun is shining" - JFK
"The time to do tax planning is before tax season." - Merriman Berkman Next.
Our tax specialists and CPA's are professionals in the tax law and can help you interpret it appropriately for your situation. They can also sit down with you and walk through a comprehensive review of your tax situation, outlining specific strategies to help you take control of April 15th.
Money management services
Financial planning: the what, why, how and where of money management » Learn more
Our money managers have seen it all and they understand the challenges people face with their money every day. We approach money management from where you are, with the goal of getting you to where you want to be - no matter where that is. We can work with you to lay it all out on the table, assess your situation, define your needs, and map out a plan to get you there, utilizing our entire team of professionals in debt management, taxation, saving, budgeting, investing and more.
Just need a little help to get started? We can do that too.
We can help you eliminate debt, develop a workable monthly budget, or decide the best way to invest monthly discretionary income. Your money manager can find solutions or just help you get clarity around your money - to help lessen the stress and anxiety of everyday living.
Free Initial Consultation
Interested in meeting with one of our money managers for a review of your financial goals?
Click on the city name to register or view the schedule, complete with full descriptions of our free workshops.
The ALL NEW Live it Up Without Outliving Your Money
Berkeley, CA 5/17/2008
Portland, OR 5/20/2008
Edmonds, WA 5/22/2008
Mercer Island, WA 5/28/2008
Bellevue, WA 6/21/2008