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Traditional approaches to retirement planning often create the least amount of spendable income with the greatest amount of uncertainty. We can do better.
Dustin Mundorf and his team help investors and retirees connect with their money by creating simple, efficient, and transparent financial plans and investment portfolios.
How? We focus on three simple rules:
Seek Efficiency Before Risk
We help identify and eliminate the common financial mistakes that can cost investors hundreds of thousands of dollars in unnecessary taxes, expenses, and opportunity costs.
Create a Sustainable Income Plan
We emphasize creating a practical plan for sustainable income, so our clients can be confident they will be able to maintain their lifestyle without running out of money.
Defend Against Large Drawdowns
We use a risk-managed investment approach designed to defend against the kind of large investment drawdowns that kill compounding. We seek a steady and incremental approach to generating returns regardless of market conditions.