Who We Serve

We Do Our Best Work For

Age 50+

Individuals over 50 who are retired or want to make work optional as soon as possible.

$500,000+

Retirement savers with $500,000 or more in investments (excluding real estate).

“Do It For Me”

Individuals seeking expert advice, accountability, and implementation.

How We Help

A Clear Plan for Income and Tax Savings

We make retirement simple with:

  • A Steady Income Plan to cover your needs and keep pace with rising costs.

  • Tax-Savings Strategies to keep more of what you’ve earned.

  • A Clear Path Forward so you can enjoy retirement without worry.

How It Works

From Uncertainty to Clarity in 3 Simple Steps

1.Schedule Second Opinion

Share your goals.

2.We Build Your Plan

Get your custom retirement income and tax strategy.

3.Enjoy Retirement

Live your life with peace of mind.

Services

  • Retirement Income

    Your retirement income must grow during retirement to offset the impact of inflation. We’ll help you determine how much money you need and create your growing retirement paycheck.

  • Retirement Planning

    Retirement planning is a dynamic process, not a set-it-and-forget-it deal. We’ll regularly review your progress, adjust your retirement strategy as needed, and help you navigate life's inevitable curveballs.

  • Tax Planning

    When was the last time your advisor looked at your tax return? We actively look for opportunities to lower your lifetime tax bill. And we have found six and even seven-figure (yes, $1M+) estimated tax savings for the families we serve.

  • Social Security Timing

    We help you understand and maximize your Social Security benefits.

  • Investment Management

    We utilize low-cost and tax-efficient investment strategies to help you grow and keep more of your wealth.

  • Risk Management

    We ensure your investments are handled wisely, striving to mitigate unnecessary risk while still aiming for good returns.