Who We Are
Bull Moose Retirement Planning Co. is a financial planning firm located in the heart of Sylvania, Ohio. We consider ourselves a boutique firm, which means our clients get the personal advisory attention they deserve. No getting lost in a huge corporate building, no getting shuffled from advisor to advisor. We tend to work with those who are in, or approaching the retirement transition, and need to deal with issues like timing claims of Social Security benefits, understanding Medicare options and creating a reliable income stream that they won't outlive.
Treasure Valley Financial Planning is a fiduciary comprehensive retirement planning firm with over seventy years of combined experience. We saw an opportunity to serve the community we love by providing a unique financial planning experience free of conflicts of interest. We provide independent, objective, and unbiased advice. We love what we do, and it shows.
We focus on helping those seeking to retire confidently and those who want to stay confidently retired. During this time, there are critical financial decisions to be made. We help our clients navigate these complex issues so they can enjoy their life doing the things that matter most. We've developed the TVFP 360 Model to ensure all areas of your life feel secure.
Our clients need more than just investment management. They want a five-pillar approach that considers Retirement Income Planning, Investment Management, Estate Planning, Tax Planning & Preparation, and Risk Management.
They want a team that provides a truly holistic and proactive solution so they can pursue peaceful prosperity in retirement. Learn about our unique process. We are sensitive to investment management costs and provide a fully transparent and easily understandable fee schedule.
Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to build a life-long relationship with you.
Team Members
Bull Moose Retirement Planning Co. is a financial planning firm located in the heart of Sylvania, Ohio. We consider ourselves a boutique firm, which means our clients get the personal advisory attention they deserve. No getting lost in a huge corporate building, no getting shuffled from advisor to advisor. We tend to work with those who are in, or approaching the retirement transition, and need to deal with issues like timing claims of Social Security benefits, understanding Medicare options and creating a reliable income stream that they won't outlive.
Letter from Our Founder
To be clear, there is nothing wrong with this type of investing. Not most of the time, anyway. But if we’re to be honest, most people feel forced into this traditional investing style because they believe it’s their only choice.
The problem with indexed investing is that it abandons portfolios to the whims of the market, such as the sudden downturn in which we now find ourselves.
Right now, even savvy investors aren’t sure where to turn to hedge against volatility. One investor with 40 years of experience and who had invested in the last four bear markets admitted to The New York Times that he was paralyzed by the speed of this collapse.
If institutional investors are panicking, what chance do hard-working retail investors have? Their life savings are tied up in a passive portfolio structure that is completely vulnerable to the seismic market activity we are now experiencing.
To make matters worse, hard-working investors believe that uncorrelated assets, like alternative investments , are reserved for only the wealthiest and most affluent of institutional investors.Many years ago, I noticed that most Americans had the same type of portfolio. Point at any random businessperson in a crowd, and you can guess—with some accuracy—that they’re holding mutual funds and stocks, which usually live in their IRA and 401k accounts.
When you break free from reliance on the markets for your long-term investments, it’s liberating. You’ll have the opportunity to explore typically illiquid investments, like real estate, income- and growth-oriented private deals, and hedge funds where you can long and short the market.
Simply put, alternative investments may even the playing field. They give retail investors access to investment vehicles that were once exclusive to institutional wealth. They offer investor’s portfolio a potential tactical advantage, which may reduce market exposure while enhancing lifetime value.
If you’re interested in learning more about alternative investments, give us a call. We’ll gladly answer your questions.
Be well,
Founder, Managing Partner
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