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Co-creating plans & strategies for a lifestyle of freedom.
By designing measurable goals, we can build financial plans and investment strategies that actually co-align with each other. We don’t just bake up some cookie-cutter allocation that we pretend is special to you. We custom design our own portfolios to be relevant today and in the future regardless of what may be occurring in the world.
Our Process—
Independent of large and expensive proprietary banks or financial institutions, we create customized low-cost portfolios that are designed to generate the cash flow required to maintain clients’ retirement spending goals with the least amount of risk.
The East Paces Group has become a consortium of accomplished investment advisors, bringing talents from many different disciplines. Using our 115 years of combined experience, we partner with clients to better understand their current financial reality so they can strategically and confidently plan for their future wants and needs.
Clarify
Vision
Create
Roadmap
Customize
Portfolio
Cultivate
Relationship
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Clarify Vision
- Where are you now financially?
- What does financial freedom mean to you in the future?
- Do you have a roadmap for your journey to optimal financial health?
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Create Roadmap
- Identify your goals and the reasons why a financial roadmap is important to you.
- Understand exactly how the choices you make today will affect your future financial health.
- Have an investment strategy in place that you understand.
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Customize Portfolio
- What is your timeframe for needing your money?
- What is your risk tolerance and how do you maximize your return with the least amount of risk?
- What is the optimal selection of assets with your risk/reward characteristics?
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Cultivate Relationship
- Understand all aspects of your financial health, not just your investments.
- Making regular communication a top priority.
- Serving as a useful resource and partner for the long haul.
We are deeply committed to changing the status quo.
Our mission is to help clients have freedom of lifestyle.
Success Stories
“Client approaching retirement with multiple accounts, but with no clear picture of future expenses and unsure if they could create a lifetime of cash flow to retire”
“We put everything together in an organized and understandable manner to enable that client to move forward into retirement with confidence.”
“Business owner client engaged us looking to sell but was unsure if the proceeds would be enough to live out the life they wanted in retirement”
“Using past experiences with similar business owner clients, we modeled out different scenarios that enabled the client to confidently plan for the next 15-20 years.”