The family that helps you plan for retirement.
Retirement is personal, and it’s rarely just about the numbers. We take the time to get to know you, understand what matters most, and build a plan around your life. Here’s what working with us looks like.
The Handford Family Way
FIRST CONVERSATION
In our first meeting, we learn what matters most — your goals, concerns, and family priorities. You’ll also get to know us and see if we’re the right partner for your journey.
ALIGNMENT
Next, you’ll meet with Kevin Handford and explore values, the six key areas of financial planning, and mutual expectations.
MEANINGFUL GOALS
We’ll map out dreams and key life moments and transform them into clear goals.
INTEGRATED PLAN
We’ll present your full financial plan, reflecting every part of your life.
LIVE YOUR LIFE
We implement the plan and provide ongoing year-round support.
How We Charge
There is a one-time $5,000 fee for a Comprehensive Plan:
*Annual planning and asset management fees are based on a percentage of assets managed.