Broker Check

Individuals Preparing For and Enjoying Retirement


Set goals and employ tax-planning strategies while charting a course toward retirement

Soon to be and recent retirees - take steps to manage your future tax burden so you only pay what you owe. Let us help you fully realize your retirement income potential and evaluate protection tools that are consistent with your lifestyle and legacy planning goals.

How to get started

This is a quick breakdown of the framework for how we work with our clients.

It was designed with you in mind, it prioritizes accountability from us, and it reinforces positive financial habits in our clients' lives.

Step 1:
Introduction Call

A quick meeting to see if working together makes sense. We discuss:

  • What you are looking for in a financial planning relationship
  • Our philosophy when it comes to financial planning
  • How we work with clients so you know we are the right fit

Time before next meeting: 3 days to 2+ weeks

Years of experience have prepared us to guide you through your life transitions.

Learn more

Years of experience have prepared us to guide you through your life transitions.

Learn more

Step 2:
Collaboration & Discovery Meeting

Two to three meetings to review your goals and values. We will also use this time to make sure we have a clear understanding of your current financial position. We will continue to hone in on what you are trying to accomplish.

  • Review your goals and values
  • Review your entire financial picture
  • Help determine what success means to you
  • Present different methods for acheiving financial objectives

Time before next meeting: 1 - 3 weeks

Step 3:
Solutions and Implementation

We review your entire financial picture together.

  • Your goals
  • Review your pre- and post-tax asset concentration
  • Protection overview
  • Review investment diversification
  • Project retirement income

We go over the specific recommendations and action steps for your plan.

Life gets busy and often financial planning slips through the cracks. We follow up as necessary to help your realize your goals and feel confident in your financial picture moving forward.

Time before next meeting: 1 month

Years of experience have prepared us to guide you through your life transitions.

Learn more

Years of experience have prepared us to guide you through your life transitions.

Learn more


Step 4:
Ongoing Planning

Any great long term plan is a series of short term decisions. I'm not here for today, I am here for the walk into the future together with your financial picture.

We meet at minimum once per year, and as needed in between.

Minimum 1 review per year, as needed in between

What We Do
Helping soon to be retirees and recent retirees navigate income in retirement, Social Security, and tax planning strategies

Together we will work to protect what you've built so the future isn't left to chance. To do this, we work to coordinate your entire financial picture so that you can enjoy the lifestyle you want (not need) as you transition out of the workforce. 

Schedule a Meeting

Tax Planning Strategies

Work to lower your lifetime tax burden and avoid compounding taxes.

Learn more

Cash Flow

I help you control and track your cash flow without the pain of monthly budgeting.

Learn more

Investments

Coordinate your savings and retirement with tax and risk diversity in order to increase your retirement income. Have your plan work under all circumstances.

Learn more

Life Insurance

What is your economic life value? 

We help those we walk with protect first, protect fully, and protect forever.

Learn more

Group Benefits

We help you better understand your current benefits package and build out supplemental coverage as you see fit.

Learn more

Medical Insurance Planning

Helping you source medical insurance and navigate premium tax credits when retiring prior to age 65.

Learn more

Resources
Content Library


Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn More
Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
Learn More
My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.
Learn More

Contact Us
We Want to Hear From You


Thank you!
Oops!