Approach retirement with clarity and confidence.
Financial planning and wealth management for business owners and pre-retirees.
The future can feel uncertain.
Who We Help
Pre-Retirees
With strategic planning and wealth management, we work toward improving your financial situation to support the lifestyle you envision in retirement. While no one can predict the market, we can prepare. And our clients enjoy knowing they are taking control of what they can control, while making measurable progress toward their future.
Business Owners
Owning a business can create layers of financial complexity. Together we will build a plan to get your personal and business finances on the same page. Then we will work to improve your business profitability and operations to better support your long-term financial goals.
The Verde Wealth Blueprint
4 Steps Toward Evergreen Financial Confidence
1
Unify the Landscape
First, we’ll organize the many aspect of your financial landscape so everything — and everyone — is on the same page.
2
Plot Your Path
Second, we’ll build your personalized financial roadmap and step-by-step action plan.
3
Work the Plan
Next we’ll work the plan with you, by implementing our tasks, coordinating with your other advisors, and meeting consistently to track progress.
4
Grow Your Wealth
Finally, we’ll manage your investments to help your wealth flourish and update your action plan as you make progress toward your goals.
How We Work with Clients
Comprehensive Financial Planning and Ongoing Wealth Management
Working together, we will create a holistic financial plan that coordinates the many facets of your financial world, works to lower your lifetime tax bill, and builds a sound investment portfolio.
Typically best for households who have over $750,000 saved and have over $350,000 of household income.
Don’t own a business? Not a Pre-Retiree?
That’s okay. If you’re aligned with our approach, we can still help
Hi, I’m Nathan Serven
If you’re like most people approaching retirement, you’re thinking about how to create more financial stability so you can live the life you want in retirement.
Unfortunately, many people don’t have a financial plan to get there — or an advisor they trust to help them along the way.
That’s where my team and I come in.
We work with small business owners and pre-retirees like you.
Our fee-based financial planning and ongoing wealth management services are designed to help you make steady progress across the many important areas of your financial life.
To see if we’re a good fit for you, just book a 30-minute intro call here.
You need more than An “Investment Guy”
We’re here to work with you in building true financial confidence
Ready to Build Your Strong Financial Plan?
Book a call with us today.