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About You
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.
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.
Take the first step towards a comfortable retirement with our retirement savings calculator, which will give you an estimate of how much you’ll need to save and how much you can expect to spend in retirement.
Get a quick and easy estimate
Compare different retirement scenarios
Find out how much you will need to save for retirement
Find out how long your money will last
Find out if you are on track to meet your retirement savings goal
Identify potential shortfalls
Have one of our advisors review your results
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.
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.
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.
Whether your situation has changed or remains the same regular checkups are important for staying on track.
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.
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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