Contrary to a number of companies today, RetireWiseCFP does not believe that investing for sustainable retirement income should include annuities or complex strategies.  Rather, it’s exactly the opposite of that outdated philosophy that powers our results-based plans and individually-designed portfolios. We do not subscribe to the often frustrating, underperforming conventional thinking of the financial services industry. Our approach emphasizes uncommon sense, delivered through Elegant Solutions, disciplined action, and personal contentment.

RetireWiseCFP Philosophy

We approach each client situation based on a solid underlying concept called “anti-fragility.” The anti-fragile concept (and subsequent portfolio plan) is designed to thrive and grow when exposed to volatility. In other words, we may sell when others buy and we may buy when others sell.  We do not, however, sell or diversify away from our winning holdings.

Most financial advisors create fragile plans and portfolios that often break when stressed because of economic and market volatility. We do not believe that investors need a one-size-fits-all model. It is our belief that investors need a fully custom approach beginning with intense listening to a client’s individual situation in order to create an anti-fragile plan and portfolio that will improve and adapt over time.

Find out more about our Elegant Solutions here.