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Retire with Confidence.

Researched-backed and time-tested, our retirement philosophy keeps your money working for you, helping it last long and keeping it out of mind as you enjoy your post-career life.

Couple sailing away in retirement

Not only do we help you transition into retirement, but we help your money last through retirement. And we do that in 3 simple ways:

Consistent Retirement Income

No retiree should have to worry about money in retirement. We construct portfolios that provide consistent retirement income— not only to maintain your lifestyle, but to help keep expenses covered. And unlike an annuity, your money is always accessible— penalty free.

A man walking on his market returns and they are a smooth line.
A women looking at her different paths in life but the registered investment advisor is there on each path

Changes as Your Needs Do

Life happens. That means, as your expenses change, your investment should too. That’s why we take a customized approach to each retirement portfolio, keeping you on track as life happens. And, even better, your investment advisor is there to guide you every step of the way.

Minimize Taxes

Taxes have a way of chipping away at your nest egg. We help make sure your money is in the appropriate allocations and investment accounts in order to minimize the taxes you owe prior to retirement.

Registered Investment Advisor cutting a tax bill

Some Frequently Asked Questions

What is the value of an investment advisor? expand_more

An advisor is there to do what you would do. They act in your best interest. Except advisors do it on a daily basis. An advisor also makes data-driven decisions grounded in empirical evidence. They evaluate your investment objectively based upon years of overseeing hundreds—even thousands of accounts. And AssetBuilder advisors have been through it all—08 housing crisis, COVID-19—you name it. We know how to stay the course and meet goals. After all, we’ve been doing it for almost 14 years. 

How will you determine the best portfolio for me? expand_more

The essence of investing is to improve financial standing and meet specific goals.  We assess each and every client based on their goals and risk tolerance. Then after getting to know you personally, we offer a recommendation based on, what we believe to be, the surest (not fastest) way to achieve those goals. To learn more about this, contact an advisor or just give us a call at (972) 535-4040.

Are you a fiduciary advisor? expand_more

We at AssetBuilder proudly act in accordance with the fiduciary standard. This means we are not only ethically motivated but also legally obligated to make decisions that are in your best interest. This ensures we conduct ourselves with the utmost care and professionalism, the highest standard of ethic, and manage your investment based on your benefit, not our own.

What types of accounts can I open? expand_more

We can manage most types of accounts, through our custodian, Charles Schwab. These include individual, Joint, IRAs, Roth IRAs, Trusts, Corporate and Custodial.

Get the Retirement You Deserve

Our advisors are here to help give you the retirement you've been working towards— and it starts with a conversation. They’ll help you assess your retirement standing as well as answer any questions you may have. Fill out the form below to get started. If you prefer, you can also give us a call at 972-535-4040.

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