You did the saving.
Now build the life it was for.
Introduction
Hi, I'm Doug.
I help people at or near retirement protect what they've built and turn it into income that funds the life they actually want.
I'm a CERTIFIED FINANCIAL PLANNER™ and the founder of Financial Thinking Partner™ Wealth Advisors, a flat-fee fiduciary practice, and Annuity Strategy Center, where people learn how annuities actually work before anyone asks them to buy one.
Also: husband to Hayley, dad in a blended family of six, and newly obsessed with pickleball.
Portfolio
Win by losing less.
After your last paycheck, defense wins championships. I build retirement portfolios where every dollar has a job: guaranteed income for the essentials, high monthly income for the fun, and growth designed to sidestep the big drawdowns.
The goal isn't beating the market. It's making sure the market never beats your plan.
Purpose
Money is the tool.
Meaning is the work.
The best plan on paper still fails if it funds the wrong life. Once your income is secure, my favorite part of the job begins: connecting your wealth to what actually matters to you. The trips. The giving. The grandkids. The reason you saved in the first place.
Meet Financial Thinking Partner™ Wealth AdvisorsTwo ways to work with me
Two doors. One standard.
Wealth advisors
Financial Thinking Partner™
Flat-fee fiduciary wealth management for people at or near retirement. Planning, tax strategy, and investment management, one flat annual fee, never a percentage of your assets.
Annuity education
Annuity Strategy Center
Honest answers. Real information. Education first, and a recommendation only when an annuity genuinely fits your plan.
On YouTube
Watch @resilientportfolio
Short, plain-English videos on retirement income, annuities, and building a resilient portfolio.
Have a money question? Let's talk.
No sales script. No pressure. If I'm not the right fit, I'll point you to someone who is.
Talk to Doug