“I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it."
- Mark Singer
Retirement Planning and Fiduciary Investment Advice
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At Sensible, our clients aren’t looking for something fancy or complicated. They want the basics, conveyed in a way they can easily understand.
In that spirit, we offer two types of services:
Investment Guidance
Sophisticated investment advice at a very low cost:
That’s what clients expect from Sensible.
That’s what clients expect from Sensible.
Our investment guidance includes an annual review, which consists of up to two parts:
A review of your portfolio to ensure your risk is consistent with both your tolerance and needs.
Financial wellness checkup, in which we review important aspects of your financial life and take stock of how you are doing.
Retirement Planning
We can also deliver retirement planning for an additional fee.
The goal of our retirement planning is to enhance the standard of living of our clients. We illustrate the financial impact of changes in their lifestyle.
We optimize your Social Security strategy, develop a drawdown plan for your retirement assets and respond to other issues of concern to you.
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