Planning, not chasing.
What if your retirement was built on a plan — not just a hope for high returns?
We are planning-focused, with an emphasis on tax efficiency and prudent investing.
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Personable Service.
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Income Distributions.
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Tax Planning.
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Optimize Investments.
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Estate Planning.
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Social Security.
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Our 4-step planning process.
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First, we listen.
Tell us about your desired lifestyle and preferences so we know what an ideal retirement looks like for you.
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Then, we’ll review where you are.
We’ll consider retirement income needs, health care options, investments, savings, Social Security, and tax reduction.
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Then, build your plan.
With your specific preferences in mind, we’ll create a custom plan that makes the best use of options available to you, so you can embrace retirement with confidence and peace of mind.
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So, you can take a sigh of relief.
With a sound plan, a simple method of execution, and the comfort of a friendly expert to lean on, you can rest easy, knowing your bases are covered.
Start planning now.
Click Here to BeginHire our team to manage your retirement plan for you.
Make the most of your season with the assurance of a solid plan and the relief of not having to handle all the technicalities on your own.
What you get
Beyond our team monitoring the health of your portfolio, you’ll also get:
- Your initial retirement plan, including a withdrawal strategy that provides you with an income stream calculated to last as long as you need it to.
- Virtual/In-person financial planning consultations, at least once a year to discuss any changes, questions, or just catch up. We’ll help you navigate any changes that arise in your life.
- Regular tax analysis to help you withdraw strategically and save money on your taxes.
- Investment management, which includes helping you reduce investment expenses and construct a portfolio to achieve the ideal level of risk and return.
- Health care & Social Security planning to ensure your retirement plan maximizes the benefits that you have contributed to over your entire working life.
- Estate Planning Assistance — we’ll support you in ensuring your transition of wealth to future generations or charities aligns with your legacy goals.
What you pay
As fee-only fiduciaries, we are independent of any product recommendations and legally obligated to always work in our client’s best interest. Your advisory fee is a simple annual percentage of the account value:
| Account Value | Annual Fee |
|---|---|
| $0 to $100,000 | 1.25% |
| $100,001 to $1,000,000 | 1.00% |
| $1,000,001 to $5,000,000 | 0.9% |
| $5,000,001 and above | 0.8% |
Track your progress in real time.
- Log in whenever you want to see where your account stands in real time.
- Glance at the probability-of-success percentages to see how you are actively progressing towards your goals.
- Play with amounts and scenarios to view hypothetical outcomes, without the risk of messing anything up!
We’ll take care of the details — you can be involved as much (or as little) as you want.
Let’s start with a conversation.
Take control of your financial plan.
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Tell us what’s prompting you to reach out.
Just click the “Plan Your Retirement with Confidence” button.
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Schedule a time to chat.
Let’s get to know one another better.
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Move forward when you’re ready.
We’ll get to work building a plan for you.