Earning wealth is only the beginning.
For a truly great retirement, it takes strategy and forethought to make that wealth perform. We're up to the task—let's get started.
Educational, not an annuity pitch seminar
Brian Doe, CFP®, Livingworth - Wealth Advisor, frequently hosts presentations in the Del Webb Lake Oconee Community.
See our upcoming schedule and get email updates.
Let’s make time to chat
We are so confident in our methods to help clients that we offer free consultation.
Click below to sign up and schedule your first appointment.
meet at the office
For individuals that live in the Lake Oconee area, we are conveniently located in the Greensboro area.
Defuse: 7 Steps to Protecting Your 401(k) from the ticking tax time bomb
Access resources to help you save your 401(k) from the IRS.
Retirement Mindset Quiz
Do you have a lot of anxiety about retirement?
Do you and your spouse have the similar retirement goals?
Great question. In a nutshell, we think net worth is a little outmoded these days. What's more crucial is your net worth in the context of the life you'd like to lead. We call it your "living worth," and we can't wait to introduce you to our approach to a successful, self-reliant retirement.
We build everything around you: your age, your needs, your wants, your family, your tolerance for the unknown. From these, we figure out how to continue building wealth (if possible) or replicate your paycheck (if you're already retired). Sound good?