Pre-Retirees & Retirees

About You

Pre-Retirees & Retirees

You have accumulated over $500,000 of investable assets by spending carefully with a good budget in place. Your nest egg has grown to a substantial sum. You are seeking clarity about your cash flow needs as you prepare for retirement. We will design and implement a plan to meet those needs in the most tax efficient way so you can focus on mapping out your next adventure.

Exponent Pre-Retirees & Retirees
Exponent Pre-Retirees & Retirees

We can help you with financial and estate planning and a host of tax and as well as a host of unintended consequences associated with large investment accounts.

You value service, plain language, and access to the decision-makers in an environment where the client’s interests are paramount.

Financial Gap Video Analysis

We are offering a complimentary financial gap video analysis to investors with 500k+ to help you determine if you are on track for retirement.

Fill in the form and one of our advisors will review your situation via a video analysis.

Gain valuable insights and information to ensure that you are well-prepared for your golden years.

Receive a precise monthly savings target to effectively plan and manage your finances, ensuring you reach your savings goals with ease.

identifying gaps early, take proactive measures to mitigate any potential financial risks

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Your Exponent Experience

Make your dreams a reality. Take the next step in your journey with us.

Introductory meeting

You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.

Financial Plan

A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.

Plan Implementation

A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.

Ongoing Review

Whether your situation has changed or remains the same regular checkups are important for staying on track.

Your Advisor

Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.

About Us

Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.

Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.

Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.

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Schedule Consultation

Schedule a complimentary consultation for clarity about your situation. Clarity provides peace of mind. Start with a conversation. It will only take a few minutes.