We Help You Maximize Your Freedom Without The Stress of Money
Have an abundance of income from multiple sources.
Free of all bad debt.
Have income sources that could pay for desired lifestyle.
Assets are protected from inflation, taxes, and lawsuits.
Have the time to pursue life goals.
Here's what people ask.
We want to help as many people as we can. That said, we are a business, and to remain in business, we must receive compensation. Our best-fit clients are those who have found some success and built a portfolio of at least $500,000. They’ve done an excellent job of saving but don’t want to be burdened with the responsibility of doing everything on their own with their money.
If we can’t work with you, we’ll do our best to answer any questions you have and refer you to someone who can. If you’re looking for a financial planner for retirement, consider reaching out today to see what’s possible.
We’re an independent, fiduciary registered investment advisor, committed to recommending what’s best for you—no specific products or strategies. While based in Pennsylvania, we work remotely with clients nationwide, focusing on maximizing retirement plans. We start with multiple meetings and hold at least two reviews each year to keep you on track.
We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:
—1.25% on the first $500,000 we manage
—1.00% between $500,000 and $1,000,000
—0.75% between $1,000,000 and $3,000,000
—0.50% on amounts above $3,000,000
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.
Our goal is to help you maximize your freedom without the stress of money. To do that means we want to take as much of the planning off your plate as possible.
We help clients with:
—Retirement planning
—Investment management
—Tax planning
—Estate planning
—Insurance review
—Cash flow planning
And everything else needed to ensure you are confident about your financial future.
Yes.
Our goal is to limit your overall lifetime tax liability. We help you look at the big picture and offer strategies to optimize your spending and saving for tax efficiencies. You will still be responsible for filing your return.
Here's what to expect.
Step 1:
Introduction
This is a complimentary video call where we listen and both have the opportunity to learn more about each other. We review tangible examples of the financial planning process and mutually define expectations. This call clarifies whether we are a fit to meet your personal needs.
Schedule A Call
Step 2:
Planning
Our 4-step process formulates a plan to help you experience freedom with your finances.
- Data Organization
- Scenario Creation
- Analysis and Plan Development
- Implementation
Step 3:
Ongoing Service
We continually evaluate your needs to ensure we’re optimizing what you’ve worked hard for.
Tom Poltersdorf, CFP®,CEPA
Founder
I started my own firm to help individuals retire with confidence and peace of mind. Our mission is to provide personalized financial planning that focuses on you, not just the numbers. We work together to create a plan that maximizes your freedom, reduces financial stress, and helps you enjoy life without worrying about money. Whether you're nearing retirement or just starting to plan, we'll help you design a future that supports the lifestyle you’ve always envisioned.
Schedule a call with me today
