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Retirees

Prepare for a Confident Retirement with Power Of 5 Investing®

Planning for a comfortable retirement is a goal that nearly everyone shares. When the tables turn and you switch from making contributions to taking distributions from your portfolio, a lot of things change.

The realization that “this is it” (other than Social Security and a possible pension) can be a very daunting feeling. However, the freedom that financial independence provides – you have all the time in the world to pursue your interests – is a wonderful thing to explore.

Having an established, well-thought-out, evidence-based investment philosophy is critical during this stage of your life. Our proprietary Power of 5 Investing® system has been battle tested through all of the ups and downs the market provides.

 
 

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Case Studies

THE DAY FAMILY

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Am I a Good Fit?

 √ Professionals over 50 years of age who are retired or wish to retire
 
Diligent savers who have accumulated investment and retirement/pension assets of $300,000+
 
People who understand that retirement is too important to do alone and value expert guidance from a team a with a proven investment philosophy