We Do Tax-Focused Retirement Planning and
Investment Management
✓ Flat-Fee ✓ Fiduciary ✓ Retirement Focused
We specialize in Retirement and Proactive Tax Planning
Our 5-Step Insulated Income™ Process Ensures Your Money Is Protected For The Rest Of Your Life
Income Optimization
We design a plan to create income you won’t outlive.
Tax Reduction
We develop a plan to proactively reduce how much taxes you pay.
Portfolio Development
We design low-cost, tax-efficient portfolios that provide income as well as growth.
Estate Protection
We help make sure your assets are protected.
Required Maintenance
We consistently review every aspect of your plan so it’s never out of date.
How We're Different
We believe everyone deserves an unbiased, truly comprehensive plan for retirement designed by a CFP® Professional who specializes in retirement & tax planning.
Not all financial advisors are created equal, and we chose to be part of the 1% that is FEE ONLY so our clients never have to ask “Is this really what’s best for me?”
We specialize in retirement planning
Most firms and advisors try to serve everyone. Not us. We ONLY serve people close to or already in retirement.
We do proactive tax planning
Most firms aren’t willing or able to give tax advice. Everything we do incorporates the tax implications because taxes will be your largest expense in retirement.
We're Fiduciaries
Unlike many advisors who follow the suitability standard, we act solely as fiduciaries. That means we ALWAYS act and give advice that’s in YOUR best interest.
CFP® & WMCP® Professional
In addition to having relevant education and experience, we have obtained industry specific designations that focus on tax-efficient retirement planning and investment management.
Flat-Fees
We’re FEE ONLY. Which means we don’t sell products for commission. We charge a flat annual fee that’s NOT based on how much money you have.
We're independent
We are not affiliated with any bank, brokerage or insurance company. This allows us to remain unbiased and only offer advice that’s truly in your best interest.