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Client Centered

The Statera Retirement Method was developed to look at retirement in a different light. Unlike the “withdrawal method” or “4% Rule” that uses your portfolio to hedge all of the retirement risks, the Statera Method looks at the retirement risks individually, and then in coordination with each other, to figure out the best balance in order to allocate your funds.


Book an Appointment

Schedule a complimentary, no-obligation consultation.

First Meeting

Get acquainted with one of our financial professionals. We do a deep fact find and locate where you are. We discuss what you have, why you have it, and what your goals are for the future.


We figure out the shape of your "financial ship." We identify the strengths and weaknesses of your current situation and identify ways to reshape your ship, so its built to last for a long voyage. 

Second Meeting

We present our findings, discuss recommendations, and look at strategies for a more secure retirement.  

Get Started!

We decide whether it makes sense for us to work together.  If it's a go, we discuss the next step - implementing your new plan!

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Meet with a Financial Professional!

Thank you!