Many roads lead to retirement, and everyone’s ideal for their retirement years is different. Feeling secure when you’re no longer working can be difficult, since you don’t know how long your money needs to last. We work with retirees to create multiple scenarios for their financial future, and continuously collaborate to determine where they are along these paths. That way, our clients always know where they stand.

Investment Prescription





To our Enjoying Wealth retirees...

Congratulations, you did it.

You earned the right to fill your days with enjoyment, family and independence. You know the assets you’ve accumulated are the fuel for this ideal life, and you’re seeking help on how to guide your portfolio to lower risk. With the Stand Long Approach to investing, you will receive a custom set of goals and action items to keep you on track as you embark upon many new and exciting journeys.


Contact us

Your message has been sent. Thank you!