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 My investment philosophy has always been victory in the long run accrues to the humble rather than the bold. 


- Peter Bernstein, CFA magazine, March 2004

Investing

  • Are your investments well diversified globally and cost competitive?
  • Do you understand how much risk you are taking in your investments? While it is nice to see your savings growing substantially in increasing market environments, are you protected if the markets turn?
  • Concerned that you might not be saving enough and saving well?

How we will help:

  • We're academically grounded so we’ll create your investing strategy based on empirical data and tailored to your risk profile.
  • We build you a diversified, tax-efficient portfolio of funds with low expense ratios aimed at getting more expected return for less risk.
  • Click here to read The 4 Most Important Decisions for Any Investor.

If you believe that we can be the right Investment Advisor to get your money working harder, get in touch at (916) 333-5760 or paige@endeavorplanning.com, or book your free 30-minute appointment here.

 Do you know what investing for the long run but listening to market news every day is like? It's like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill. 


- Alan Abelson

Retiring

  • Are you getting close to retiring but not sure if you can?
  • Are you worried that you may outlive your nest egg?
  • What's your long-term care/skilled nursing plan?
  • Social security strategy weighing on your mind?

How we will help:

  • Our comprehensive financial planning service will provide you with a detailed analysis of your finances and project what amount you can sustainably withdraw to meet your needs.
  • With our investment management, we'll build you a customized, diversified, tax-efficient portfolio of funds with low expense ratios aimed at not outliving your investments
  • For pre-retirees, we strive to significantly improve your retirement situation by looking at where you save, not only in your employer plan, but also brokerage and Roth IRA accounts to enable lower overall taxation.

If you believe that I can be the right Financial Planner for you, get in touch at (916) 333-5760 or paige@endeavorplanning.com, or book your free 30-minute appointment here.

 Life is what happens to you when you are busy making other plans. 


- John Lennon

Protecting

  • What kind of life insurance is appropriate for your age and situation?
  • Do you have a will, a health directive, and not sure if you need a living trust?
  • Do you know if your mutual funds have high fees eating away at your wealth?

How we will help:

  • Our comprehensive financial planning service will provide you with a detailed analysis of all of your assets that you want to protect and preserve for loved ones, including a review of your insurance and estate plan
  • We'll build an action plan and put the tasks in motion

If you believe that I can be the right Financial Planner for you, get in touch at (916) 333-5760 or paige@endeavorplanning.com, or book your free 30-minute appointment here.

College

  • Feeling apprehensive about the sticker price of college?
  • Experiencing information overload about financial aid and scholarships, especially if they do not even fit your family’s situation?
  • Want to achieve less stress and more confidence about your college budget?

How we will help:

  • You’ll receive the best strategy to pay for college as wisely as possible and save money.
  • Gain confidence that you are getting the best return on this significant investment.
  • Know a healthier way to discuss the budget with your child.

If you’d like a savvy college spending plan that saves you money and time, get in touch at (916) 333-5760 or hello@endeavorplanning.com, or book your free 30-minute appointment here.