Town Capital

A Team of Experienced Professionals Serving the Nuclear Community

We are a team of passionate financial planners with deep understanding of the unique challenges and aspirations faced by nuclear power plant professionals. Founded on the belief that financial planning should be personalized and accessible, we empower our clients to achieve their financial goals and navigate life's transitions with confidence.

What We Do

We offer a comprehensive suite of services designed to address the diverse financial needs of our clients.

Retirement Planning

• Custom retirement Income plans that factor in individual spending habits and preferences
• Data-driven analysis to protect your portfolio from market volatility
• Tailored strategies to address longevity risk and ensure a comfortable retirement
• Comprehensive guidance on Roth vs. Traditional accounts and making the right conversion decisions

Investment Management

• Personalized portfolio construction based on your unique risk capacity and retirement goals
• Dynamic adjustments to mitigate market risks and ensure alignment with your retirement income plan
• Collaborative approach to investment management with regular client communication and updates

Tax Optimization

• Comprehensive tax planning strategies to minimize your tax burden and maximize your retirement savings
• Guidance on utilizing tax-advantaged accounts and investment vehicles
• Strategies to optimize your Roth conversions and take full advantage of available deductions and credits

Risk Management

• Comprehensive risk assessments to identify potential financial vulnerabilities
• Development of customized plans to mitigate various risk factors and protect your financial security
• Review and optimization of your insurance coverage to ensure adequate protection for you and your family

Additional Services

• Estate Planning & Legacy Planning
• Financial Education & Consulting
• Retirement Planning for Spouses & Retirees

Our Guiding Principles

Our planning process is guided by three core principles:

• Data-Driven Planning: We leverage comprehensive data analysis to make informed and objective financial recommendations.
• Process-Driven: We follow a systematic and proven planning process to ensure thoroughness and efficiency.
• Client-Centered: We prioritize open communication and collaboration to achieve your financial goals together.