Invest in a better retirement.

Sound financial strategies that open doors long after you turn in your keys.

 

The Market Isn't Predictable.
And Your Life Isn't Either.

The traditional investment approach attempts to outguess the market and foresee the future. The true markers of a successful investment strategy have less to do with Wall Street and more to do with investment behavior a lot closer to home.


Step 1

Gather evidence.

Our Agile Retirement Management process uses time-tested, evidence-based investment strategies backed by a stubborn pursuit of data. **

Even if you don't hire us to manage your assets, it's a smart move to create a portfolio that is individually vetted and globally diversified to control costs, manage taxes, direct risk, and capture long-term returns of capital markets.

** Investment research requires an exceptional amount of time, resources, and noodling, and is not for the faint of heart.

Step 2

When in doubt, face the facts.

Investing in a volatile market is a test of patience (and fear and greed), to put it lightly. Humans simply are not hard-wired for disciplined investing, which is why we help our clients focus on things we can control--expenses, taxes, risk tolerance, and a look on the bright side, to name a few.

Historically, the "best" long-term investment decisions  remove emotion from the equation and replace it with a steady hand. You'll have plenty of things to be emotional about in retirement; investing shouldn't be one of them.

Step 3

Invest on—and with—purpose.

Once you've determined your risk tolerance and construct a portfolio focused on the drivers of strong returns, it's time to put your money—and the markets—to work for you. Don't chase past performance. Read between the headlines. Practice smart diversification. 

It bears repeating: Focus on what you can control, and spend your most valuable asset—time—wisely. 

One-size-fits-all retirement plans rarely fit anyone.

Our tailored approach allows you to approach life and retirement with financial confidence.   

Your own fiduciary.

Financial advice for real life.

No transaction or account fees.

No commissions.

One simple fee.

Quarterly check-ins
(and more as needed)

 

Work with Roger

Experienced Guidance

  • Over 25 years experience working with individual clients.
  • Certified Financial Planner(CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Private Wealth Advisor (CPWA®)
  • Accredited Investment Fiduciary (AIF®)
  • Past instructor CFP® certificate program, University of Texas Arlington.
  • Past instructor, Wealth Management, Texas Christian University