Retirement can seem impossible.
Let's change that.
You are the only you. You're not cookie-cutter, and your future isn't either. That said, Actify is passionate about tailoring your investments to perfectly suit you.
Our discovery process captures not only where you are today, but your unique goals and risk profile as well. Using that information, we build a customized investment plan that reflects who you are and what you want. Because you wait a long time to get to retirement, it ought to fit.
For too long, investment advice has been too expensive, dragging down investment performance.
Conflicts of interest abound in our business. For that reason, Actify is structured as a fee-only firm, meaning our advisors never earn commissions on funds we recommend. Our low fee structure helps you keep more of your assets for your retirement.
Investment strategies within your plan are typically implemented using low-cost index funds and ETFs.
We offer discretionary and non-discretionary services, which means you can trust us to make the final decisions on investments, or we can provide advice while you make the final decisions.
It pays to get investment help. A 14-year Vanguard study revealed that investors who work with a professional advisor realize approximately 3% greater returns*, net of fees, than investors who go solo.
Even if you've already made quite a climb, it's good to get some outside perspective. At times you need to take the next step, and other times, just stay put.
Making smart and timely planning decisions is something we can help with. Often we are able to bring new clarity to your financial plan, so your next steps can be made with confidence.