Secure your family’s financial wellbeing and provide the next generation with the power of choice. By partnering with Empyrion™, you will benefit from a comprehensive wealth management plan that empowers you to create a legacy that transcends generations.
Navigate the next phase of your life with confidence and conviction. The Empyrion™ team delivers unparalleled expertise in solving the unique financial challenges women face, allowing you to surmount obstacles and tap new opportunities for personal and professional growth.
Leverage the power of dynamic portfolio design and sophisticated planning to ensure a seamless, successful transition into retirement. We strive to provide our clients with the stability and financial strength they need to achieve their post-working goals without risking their long-term outlook.
I especially appreciate Dimensional’s commitment to providing the most efficient and cost-effective service to investors because this mirrors my pledge to my clients. As I work with thriving retirees, family stewards, women in transition, and others, I am dedicated to providing value that goes far beyond simple execution of trades.
Generally, the SECURE Act is welcome news; its provisions are primarily aimed at providing greater incentives for and access to tax-qualified savings plans for many Americans who previously didn’t have either. But there are a few provisions of the new law that are concerning to many of us in the financial planning industry.
The markets in 2019 are telling us, once again, to focus on the things we can control: asset allocation, diversification, disciplined rebalancing, and maintaining a patient, long-term strategy. These fundamentals may not sound as exciting as the latest financial headlines, but over time they will deliver the most reliable results.