Retirement Planning
Treebrooke Partners
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Treebrooke Partners is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
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Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
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Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
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Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
William Fix
Founder
G. William Fix is a seasoned financial advisor, entrepreneur, and firm founder with more than three decades of experience helping individuals, families, and organizations navigate complex financial decisions with clarity and confidence. His practice focuses on high-net-worth individuals and families, business owners, highly compensated federal employees, and corporate clients who value thoughtful planning and disciplined execution.
Mr. Fix began his career at some of the world’s leading financial institutions, spending over 20 years at firms including Smith Barney, Morgan Stanley, and Merrill Lynch. During this time, he developed deep expertise in investment management, retirement planning, and wealth strategy while working closely with clients through multiple market cycles. These formative years shaped his belief that long-term financial success is built not on isolated products or market timing, but on comprehensive planning and risk awareness.
Seeking greater independence and a more client-centric approach, Mr. Fix later founded Vector One Capital Partners and Treebrooke Partners, where he refined his advisory philosophy and built firms designed around long-term relationships rather than transactions. Over the course of his career, he has advised hundreds of clients and managed more than $675 million in client assets, guiding clients through retirement transitions, business exits, intergenerational wealth planning, and periods of economic uncertainty.
Central to Mr. Fix’s work is the Symphony Wealth Process, a proprietary and comprehensive financial and retirement planning system he developed to help clients make informed, well-reasoned decisions. The process is designed to integrate and balance six fundamental financial risks and considerations that affect every individual or family over time:
• Market volatility
• Inflation
• Taxes
• Liquidity
• Longevity
• Mortality
By addressing these elements together—rather than in isolation—the Symphony Wealth Process provides clients with a structured framework for evaluating choices, understanding tradeoffs, and aligning their financial resources with their personal goals and values.
“Through this process,” Mr. Fix explains, “our team enables clients to make intelligent and well-founded choices about their money and assets. It gives them the clarity and confidence to make successful financial decisions today and well into the future.”
Mr. Fix earned his undergraduate degree in economics and history from the University of Virginia and completed graduate-level studies at both The Wharton School of the University of Pennsylvania and Northwestern University’s Kellogg School of Management. He continues to bring a disciplined, thoughtful approach to his work—combining institutional experience with the flexibility and personal attention of an independent advisory firm.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in June–August 2026
- There are no events scheduled during these dates.
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PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
