Our Mission

The Importance of Motivational Alignment

When advisors are paid a percentage of the account balance for their work, the advisor and the investor are 'motivationally aligned' - both want the account to grow.

But when the investor's goal shifts to preservation and income, there is misalignment that often leads to sub-optimized retirement plans.

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Want to know more about what an Optimized Retirement Income Plan might look like for you?