Disciplined Manages Investment Portfolios
for high net worth clients and business owners
who tend to be either retired or planning to retire,
with accounts of $1 million or more.
We don’t try to beat the market.
Instead, our priorities are to manage risk,
achieve your goals, and give you peace of mind.
Author: Peace of Mind Investing
Written for retirees and those planning to retire, this book offers an easy-to-apply approach that will help you achieve your goals, sleep well at night and enjoy peace of mind.
Available at Amazon
Retirement Plan Investing : 3(38) Fiduciary Service at Lower Costs
As a 3(38) investment fiduciary, Disciplined is at the cutting edge of best practices
(click on the book to the left to read our Six Best Practices for 401(k) Business Owners).
With these best practices, you may be surprised at how we can lower your plan's costs.
Welcome to a new level of value in retirement plans: Greater Service at Lower Costs
Retirement Planning for Your Peace of Mind
We employ highly sophisticated software to
devise strategies to help you retire with peace of mind.
Each client can get their own planning website with
Disciplined Retirement Central,
providing a complete view of your financial picture.
Thought Leader on Investing and Retirement
Frequently in the media,
Larry Stein is also a regular Contributor to MarketWatch.