Empowered Retirement happens when people PLAN.
Of all the things we’ve learned in our collective 62+ yrs of experience, the most important lesson is that is better to PREPARE than REPAIR!
You may have heard the adage, measure twice, cut once. At Empowered Retirement, Inc. we, too, are passionate about limiting mistakes, stopping portfolio and income tax leakage….
By working with us as Independent, Fee-Only Certified Financial Planners™ you avoid being ‘sold’ a commissionable product. We sell no products, nor earn any commissions or referral fees.
We are fiduciaries, serving your needs, period.
At Empowered Retirement, Inc., we’re committed to partnering with high net worth women, widows, and those that love them, to design and build a plan to meet your life goals using scientific and academic research, not media hype. We typically manage portfolios with a minimum of $1,000,000 in investable financial assets, to both preserve and grow that hard-earned capital through disciplined management, so you can better enjoy the next chapter of your life.
We’ll position your investments with an eye to minimizing fees and taxes, with the intention and strategies best suited to provide a lifetime income, so you can focus upon ‘living your dreams’.