Our Goal
Personalized Strategies
for Your Retirement Journey
At TrueCourse, we aim to simplify your retirement concerns by empowering you with the tools necessary to secure your retirement. By supporting you in recognizing your needs and the extent of your assets, we’ll set you on a path toward pursuing financial independence.
You’re a diligent saver, who is ready to optimize your wealth - let us help you prioritize the next steps as you move into your retirement chapter and answer the question, “What do I do with my money now?”
Longevity Risk
Longevity Risk
With advances in health and medical services, many people are living longer lives. As a result, you will need to plan for more sustainable income throughout your retirement.
Inflation Risk
Inflation Risk
As you live longer, you’ll be more exposed to rising prices. Applying even modest rates of inflation to everyday expenses over long periods of time can seriously erode your purchasing power.
Investment Risk
Investment Risk
While you’re in your prime earning years, you can typically replenish savings if you incur investment losses. In retirement, that may be difficult or not possible.
Strategies to Help Manage Your Risk
As you transition from wealth accumulation to income distribution, your strategies should also change. During accumulation, goals are focused on achieving the highest returns consistent with the risk you were willing to take. In distribution, the primary focus is increasing the reliability of your income while taking only the risk necessary, similar to the way a pension is managed.
Outcome-Oriented Investing | Time-Segmented Methodology
Our Team
Helping You Pursue
Your Financial Dreams
Our president, Kerry Poulson, has been offering clients impactful retirement income planning insights for decades. As someone who truly loves helping people experience the financial planning process, he has utilized his experience to offer individuals and families access to institutional level solutions and recommendations.
As a fee-based firm, TrueCourse Investment Management upholds a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families.