01. Our Mission

We help people through each decade of life.  Each decade brings unique opportunities and challenges.  We help you with both.

02. Our Philosophy

We are a truly family-focused firm, caring for both clients and employees.  We meet you where you are in life to help get you where you want to be.  We design solutions to meet your individual needs.

03. Our Process

We connect with you on a regular basis to discover your current priorities, and through analysis and education, we provide customized solutions that add value to your life.

We Manage Investments and...

 

Retirement Planning

Every action you take now sets the stage for your retirement success. We help you consciously decide what choices now will help increase the chance your retirement becomes what you envision.

 

Financial Planning

Each decade of life brings new opportunities and challenges. We help build plans designed to leverage the opportunities available to you, while working to overcome obstacles you may face.

 

Investment Planning

Whether investing your money or your time, where you invest matters. We educate you on the pros and cons of investments and share the costs associated with each.

 

Tax Planning

Planning for your financial goals isn’t just about investing in certain accounts. We help you understand how and when you’ll be taxed, and how to keep more of what you earn.

 

Income Planning

When you retire, where will you get your income? We identify your sources of retirement income, and the opportune times to withdraw from those sources.

 

Estate Planning

There are a lot of misconceptions about estate planning. We help you identify your goals and overcome the fear and anxiety that comes with planning to leave a legacy for those you care about.

Who We Serve

Individuals

Just starting out?  Already have something saved?  Nearing retirement?  Already retired?  We're here to help.

Families

Every life has a story. We listen to yours and help you turn your story into your family legacy.

Your Connections

Know of a family member, co-worker, or friend who we can help get to where they want to be? Help them 
Connect with us by sharing our website, email, or phone number.

Our Team

 

Stay in Touch with the Decades Team! 

Our weekly newsletter provides you some helpful insights, commentary, and timely articles on a variety of financial topics.

Blogs

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...