Sound financial management. Exclusive technological tools. And straightforward advice...

Retired or nearing retirement? Wondering how to invest for retirement or seeking other retirement wealth solutions? At Common Sense Advisors, we provide wealth management and retirement income solutions that you simply can't find anywhere else. Our firm specializes in serving the investment management and wealth planning needs of those 55 and older. We limit the number of clients we serve, so your money gets the attention it deserves. Fee-based, proprietary strategies, patented processes and software, real-life planning, dynamically adjusted portfolio management and the ability to work directly with your portfolio manager. You've worked hard for your wealth. Now it's time for your money to work hard for you.

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The Key to Successful Investing

Cut Out The Middle Man And Avoid Confusion

There are multiple advantages to working directly with the person managing your money. Sure, it will lower your costs because there are fewer people in the ‘food-chain’. But that’s not the biggest advantage. The biggest advantage is avoiding confusion.

This is easily illustrated with the child’s game called ‘telephone’. Several people get in a circle and the first person whispers something to the person on their left. That perso…

Retired? You Have Special Needs.

If you are retired or nearly retired, you have a special set of financial needs. And it’s vital that you work with an advisor who not only understands those special needs but has changed their management approach to meet them.

Unfortunately, few in the financial services industry have done so. Let me explain.

You’ve spent years sacrificing and saving to build your nest egg. You’ve lived beneath your means in order to get where you are today. The money you set aside w…