Make your nest egg work smarter

with a clear financial plan

Talk with an Advisor

Make your nest egg work smarter

with a clear financial plan

CREATE A ROADMAP

GENERATE INCOME

PROTECT YOUR ASSETS

Retirement shouldn't bring worry and uncertainty

  • The #1 retirement fear is running out of money.

  • Will you be able to generate income and manage through market volatility or a bear market?

  • Not sure how timing of social security benefits could impact your retirement income?

Get professional help with a financial plan and ongoing process

Create a Financial Roadmap

Step one is to create an effective plan. A fiduciary financial advisor will listen to you to identify your priorities and goals. Based on your projected expenses, income, and savings, we will run multiple scenarios and outcomes. Together, we'll create a customized plan that shows where you are now and plots a road map going forward.

Generate Income

Our team will consider a variety of investments and design a portfolio that is balanced and risk-appropriate. Whether it's stocks, bonds, exchange traded funds, or commission-free annuities, we will advise you which options are best aligned with your plan and goals.

Protect Your Assets

As you transition from accumulation to decumulation, risk control plays an important role in retirement planning. It can be extremely important to limit risks to the downside; because in retirement, you no longer have the benefit of time to recover from losses of a major market downturn.

Get professional help with a financial plan and ongoing process

Create a Financial Roadmap

Step one is to create an effective plan. A fiduciary financial advisor will listen to you to identify your priorities and goals. Based on your projected expenses, income, and savings, we will run multiple scenarios and outcomes. Together, we'll create a customized plan that shows where you are now and plots a road map going forward.

Generate Income

Our team will consider a variety of investments and design a portfolio that is balanced and risk-appropriate. Whether it's stocks, bonds, exchange traded funds, or commission-free annuities, we will advise you which options are best aligned with your plan and goals.

Protect Your Assets

As you transition from accumulation to decumulation, risk control plays an important role in retirement planning. It can be extremely important to limit risks to the downside; because in retirement, you no longer have the benefit of time to recover from losses of a major market downturn.

We understand financial decisions can be overwhelming

Our fiduciary advisors have helped clients prepare for and thrive in retirement. Everyone has different goals and situations so we adhere to a planning process that provides more clarity.

Working with a financial advisor is a partnership. Not only do we work together to create a plan and investment strategy, but we can set up monthly transfers to your checking account, check requests, and handle charitable distributions.

We'll create a plan and process working together toward your:

  • Peace of Mind

  • Living Well and Giving Well

  • Legacy

How to Start the Process

1. Schedule a Call

Start with a no obligation call so we can point you in the right direction.

2. Listening Session

An advisor will listen to your concerns, needs, and objectives.

3. Create a Plan

You will receive a proposal for a custom plan to achieve your goals.

Schedule a Call

As Seen In

  • cnbc
  • forbes
  • Captive Review

Our Firm

As a fee-only advisor since 1993, Runnymede’s priority is to do the right thing for its clients. Our goal is to deliver personalized advice, planning, and investment management to meet your goals and objectives. Runnymede offers well-researched investment strategies that emphasize long-term growth and asset protection.

Accolades

  • Investopedia Top 100
  • captive services award
  • investment management for captive insurance
  • captive insurance investments