How Can We Help You Maximize Your Return on Life? Let's Talk
I need help getting organized, a clear picture of my financial situation.
I would like to make long-term decisions based on what’s important to me.
When can I retire? Can we maintain our lifestyle during our retirement years?
I need a disciplined investment approach. Tell me about Value Added IndexingTM.
Can you help me monitor my financial situation, and make changes when needed?
Who We Serve
Our team of wealth management experts brings significant experience and a holistic view to meet our clients’ needs. We have CERTIFIED FINANCIAL PLANNERTM professionals, and investment advisors with backgrounds in taxation and estate planning. Our operations team was awarded Charles Schwab’s Operational Excellence Award in 2019.Get to Know Us →
The Book - Maximize Your Return on Life
Shari Greco Reiches is a storyteller by nature. Her personal stories and related exercises will inspire you to Maximize Your Return on Life by learning how to spend your time and money on what you value most. The book explores:
- Your early and profound memories of money— memories that shape your relationship with money today
- Your Core Values—how to identify them and let them guide you in important decisions
- Understandable financial planning and investing strategies
- How to ensure that your loved ones are protected
In "Maximize Your Return on Life", Shari empowers investors to make smart money decisions by focusing first on what's truly important to them—their core values. By asking the right questions and fully understanding what matters most to her clients, Shari delivers invaluable advice that helps them stay invested and stick to their long-term plans.
-David Booth, Founder and Executive Chairman, Dimensional Fund Advisors.
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