TrueCourse Investment Management is a fee-based financial planning firm focused on helping diligent savers prepare for retirement and pursue financial independence. The firm develops personalized strategies based on clients’ needs, assets, cash flow, and goals, supporting young professionals, pre-retirees, and retirees as they plan their next financial steps. Its guidance addresses retirement income and risks such as longevity, inflation, and investment losses.

TrueCourse uses an outcome-oriented, time-segmented approach to retirement investing. This methodology divides retirement into customized time horizons, with investments intended to provide near-term income while allowing longer-term assets to remain invested for potential growth. The firm also offers investment planning and retirement portfolio management, adapting strategies as clients move from building wealth to drawing income.

Led by president Kerry Poulson, TrueCourse emphasizes long-term relationships and a fiduciary responsibility to put clients’ needs first. Its website also provides educational materials and planning resources covering retirement, estate, investment, insurance, tax, and financial lifestyle topics.