What We Do

FOR STARTERS, SEROS DIGS DEEP, ANALYZES THOROUGHLY, AND PLANS CAREFULLY. WE UNDERSTAND HOW TO OPTIMIZE YOUR DEFERRED COMPENSATION PLAN OR 401(K), AND WE CAN TEACH YOU WHAT TO LOOK FOR IN THE FUTURE.

With diversification at the forefront of our strategic investment approach, we never lose sight of minimizing risk while striving to improve
long-term performance.

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. We call it Seros360™.
Proprietary, holistic and incredibly human, Seros360™ is a seven part mentoring approach to retirement.

1. Goals
We build a bridge from your idea of retirement to the real thing. The starting line is to identify what really matters most to you in retirement
and understand the steps you have taken so far, to reach your goals.

2. Risks
Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify
your risks and plan accordingly.

3. Investments
Picking funds inside a retirement account is not enough. You need an investment strategy that takes into account your retirement goals, how
you view risk, and your timeline for retirement. We know how to help you develop and implement these kinds of strategies.

4. Income
Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way
possible to keep your income engine running.

5. Taxes
Most people want to lower their tax bill today or defer taxes until tomorrow. Few understand the impact that taxes will have on them later in
retirement. We help you develop a strategy that balances your tax burden now and throughout retirement.

6. Test Run
Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will
be like to live on the income you'll have during retirement. If you need to make adjustments, we can help you do that before it's too late.

7. Retirement
With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence. And we'll continue to be
your guide every step of the way.