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HELPING YOU RETIRE WITH CONFIDENCE

Clarify Your Goals • Build a Plan • Retire With Confidence

Are You Searching For Sensible Answers to Retirement’s Big Questions?

  • Can you afford to retire (and stay retired) in the way you imagine?
  • How should you structure your portfolio for retirement withdrawals?
  • Not sure what to do about Social Security and Medicare?
  • Can you eliminate, or at least reduce, risks to your retirement?
  • Curious about how to put all the pieces together?

You Deserve a Great Retirement

You have worked hard and saved diligently throughout your career. You deserve a plan that allows you to step confidently into retirement and an advisor that can be with you every step of the way.

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Why Work With Ashby?

While many advisors are generalists, Ashby focuses solely on people who are retired or are nearing retirement. With 30 years ahead of him, you will have a guide that can be with you throughout your retirement instead of retiring with you. If you are looking for a partner to help you put all the pieces together, you’ve come to the right place.

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A Few of Our Favorite Posts:

A Portfolio Strategy For 30-Year Retirements

PLEASE NOTE: This is a long post, but I passionately believe that if retirees have any chance of getting things right, they must properly understand all the underlying assumptions they are making in their retirement planning decision process. And because I view the subject(s) of this particular article to be so important, I wanted all the thoughts in one place instead of being spread amongst three or four individual posts – especially since these issues are inseparable in nature. If

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A Case For Long-Term Optimism – Words Matter

The words we use are important. When you hear the term “stock market,” what immediately comes to mind?  Recently, I completed an informal survey asking that very question of various non-financial industry connections and the number one response was “risky.”  I think part of the reason people view investing as risky has something to do with the term we use when referring to the assets we are purchasing — stocks. “Stocks” at an emotional level have no personalities, no balance

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Why I Advocate For Passive Investing For Clients

Winston Churchill is often credited with the statement that democracy is the worst form of government, except for all the others that have been tried. This is a lot like how I view the whole active vs passive management debate because there is no perfect way in which to manage a portfolio.  But I believe there are significant guideposts to follow that can make the decision a little clearer.  There has been a lot of ink spilled over this single

Read More »

Shorebridge Wealth Management:

Ashby is a financial advisor in Pittsburgh, PA with Shorebridge Wealth Management. He serves clients both locally and across the country. Get directions to our office below:

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Retirement Field Guide and Shorebridge Wealth management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James Corporate Privacy Notice. FINRA BrokerCheck

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