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The primary investing goal for most investors. Urban will help you develop a plan to reach your retirement goals. Aligning your investments with your expected needs in retirement, clients know where they are in relation to their goals.
Urban works with several firms to custody your investments. Depending on your individual situation, you may have accounts with Charles Schwab, Fidelity, or TD Ameritrade.
Taxable accounts (Joint, Individual, Trusts, etc.) can be invested in a similar fashion to your other retirement accounts, or differently if for a different investing goal.
Planning to leave some assets to your heirs, or a charitable organization of your choice? Urban will work with your estate attorney to implement your plan in accordance to your wishes.
Whether it is an IRA, Roth IRA, or Rollover, Urban will design the appropriate portfolio for you to reach your retirement goals.
Often the second most important investing goal. Urban will help you maximize college savings for children, grandchildren or others important to you.
Urban provides his clients with risk-appropriate, globally diversified portfolios designed to help them reach their goals. Urban primarily uses the mutual funds provided by Dimensional Funds Advisors (DFA), and American Funds for his client portfolios.
Urban periodically provides clients with a performance report, in addition to a retirement readiness report that helps monitor your progress as you approach retirement.
15 YEARS’ EXPERIENCE IN THE INDUSTRY
and enjoys working with clients that have a variety of goals to reach.
The primary investing goal for most investors. Urban will help you develop a plan to reach your retirement goals. Aligning your investments with your expected needs in retirement, clients know where they are in relation to their goals
With the continually rising cost of post-secondary education, many parents (and other family members) have made this the second most common investment objective. Much like the process for retirement planning, Urban assists clients with a plan for
saving for college costs for their children.