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Empowered Retirement happens when people prepare; generally investing early yet certainly investing smart. 

Yet with all the ‘financial noise’ reverberating throughout the internet/TV/radio/print media, HOW can one know who to trust and what strategy to follow?  Steve Forbes once said, “You make more money selling advice than following it. It’s one of the things we count on in the magazine business—along with the short memory of our readers.”

Do we need further proof that the media's agenda isn't aligned with ours as investors, seeking to secure our financial future?

By working with an Independent, Fee-Only Certified Financial Planner™ you avoid being ‘sold’ a commissionable product.  Instead your financial and life goals shape your financial plan,  period.  80+ years of academic research teaches us the 3 key decisions every investor must make with their investments:

  1. How you allocate your portfolio between stocks and short-term bonds,
  2. How you allocate your portfolio between US Stocks and International Stocks,
  3. Your comfort with key risk factors

At Empowered Retirement, Inc., we’re committed to partnering with high net worth individuals and families to design and build a plan to meet your life goals using scientific and academic research, not media hype.  We typically manage portfolios with a minimum of $2,000,000 in investable assets, to both preserve and grow your hard-earned capital through disciplined management, so you can better enjoy your 'retirement'. 

Whatever 'retirement' looks like to you, we'll position your investments with an eye to minimizing fees and taxes, so that at a minimum, you'll be assured that your money lasts at least last as long as you do, yet equally important, that you fulfill your dreams.

Whether you are IN 'retirement' or fast approaching; is it looking and feeling empowered, or tired?  If the latter, allow us to infuse some sage advice on how to inject more power into your investment portfolio.

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Past performance is no indicator of future performance. While we endeavor to provide comprehensive financial planning, we are only responsible for the information readily shared with us by our clients and their advisers, and cannot be held liable for unforeseen incidents or events resulting from information or circumstances outside what has been provided to us in writing.
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