What does it take to retire comfortably? A plan.

 

Enjoying your retirement years isn't just about reaching ‘the magic number’ with your money—it's the comfort that comes with knowing the wealth you’ve worked hard to earn is being spent wisely.

 

Whether you’re thinking about this next phase or are already in it, we can help you to build and spend your savings with an optimized, right-sized and reliable plan. So you can focus on living the life you want—and feel good doing it.

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Optimized

We know how to help you get the most out of your wealth. All our plans are built on a deep understanding of tax strategies, wealth and financial planning, and investment advisory.

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Right-Sized

We do the legwork to ensure your plan is sensibly aligned with your needs, goals, and means. Whatever retirement looks like for you, we can help you get there.

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Reliable

We find opportunities in elements we can control—like tax and income planning—instead of putting all our trust in the market to deliver returns when you need them.

Meet Sarah Kwon, CFA®, CFP®, CDFA®

 

Yes, she has a lot of letters after her name. They represent a rare blend of industry credentials that she adds to with her lived experience as an entrepreneur. The result? All the expertise—and none of the ego. Sarah’s on a mission to help her clients think about wealth as something to be enjoyed, not just accumulated. “All you need is a plan.”

 

Learn more about Sarah and the team >

You deserve to retire comfortably.

Get started with a complimentary, no obligation conversation with Sarah by calling (236) 330-4449 or emailing sarah.kwon@nbpcd.com.

 

Email Sarah