Once considered on the cusp of retirement, these people are taking a ‘gap year’ after successful careers.Read More

2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

Buying a car used to involve spending hours hopping from dealership to dealership, haggling over prices, and taking endless test drives. But these days, thanks to companies like Carvana, more shoppers are sorting out the entire process online.

Convenience is the biggest reason. Online car shopping lets you comparison shop, tour, and even deliver a pre-owned vehicle from the comfort of your home.

Should you, though?

Read More

Watch Dimensional Funds’ video here, where Founder and Executive Chairman David Booth and others talk about the firm’s founding and its close ties to the academic community.

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)