We help people within 5-15 years of retirement reduce lifetime taxes, optimize Social Security, invest wisely, and create a retirement income plan designed to help make work optional.
Whether you're an engineer, healthcare professional, educator, executive, government employee, or small business owner preparing for retirement, there is more you can be doing.
Can I Afford to Retire?
When Should I Take Social Security?
Roth Conversion Planning
Medicare Planning
Retirement Investment Strategy
How Much Can I Spend In Retirement?
How Can I Reduce Taxes in Retirement?
Creating Your Retirement Paycheck
Retirement Tax Planning
Required Minimum Distributions
Where Are You On Your Journey?
10-15 Years From Retirement
5-10 Years From Retirement
1-5 Years From Retirement
Already Retired
Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.
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