What we do

Emeritus is focused solely on helping clients to attain clarity in their understanding of what is possible in their future life plans, confidence in their ability to access the cash flow necessary to live life as envisioned by them and achieve the convergence of a their personal and financial lives to create a sustainable retirement income that will last the balance of their life time.

Our proprietary planning process is the result of more than two decades of development, experience and application.

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    20 years of learning in a 10 minute read!


    Client Testimonial

    I am intimidated by investments and complex financial matters, but this gave me more confidence in my capacity to make appropriate decisions. I wish we had done this 10 years ago. One very important aspect of this whole process was working through with my husband what our values, hopes and expectations are.
    — Joan Belford
Emeritus Financial