linkedin linkedin twittertwitter facebookfacebook youtubeyoutube

What Is the 4 Percent Rule?

The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

AUM: $ 2 Billion*

*900 million USD managed

1.1 billion USD in Institutional Investment Consulting

OVER 220 YEARS COMBINED EXPERIENCE

Licenses

Series 7

Series 63

Series 65

Series 66

Life, Accident & Health

Designations

AIF

AIFA

CAIA

CFP

CFA

CLTC

CMP

CPA

CPFA

CRPS

EA

PPC

Plan Sponsor R