Get in touch
Start with fifteen minutes
The first conversation is a phone call about your situation. That is all it is.
The fastest way
Book the call directly
We identify your concerns and goals so we can determine whether we are a good fit.
Or call
(800) 600-8416Not ready to talk yet?
The readiness checklist takes about two minutes, asks for no contact details, and tells you which of the ten transition checkpoints you have already handled.
Take the checklist →Who you would be working with
Founded in 2007, and still led by its founder
Edward P. Mahaffy
President and Senior Portfolio Manager
MBA, CFP®, ChFC®
He has advised through three market crises (1987, 2000 to 2002, and 2008) and has spent more than thirty years on the problem the firm now specializes in: the five years on either side of a retirement date.