If you are approaching retirement, we know you have questions.

Am I going to be okay?

When can I retire?

How much can I spend in retirement?

How do I reduce taxes in retirement?

When do I file for social security?

When you partner with a trusted advisor, we will work with you to address all of your concerns and help you feel confident instead of stressed about the transition ahead.

We believe holistic financial planning is so much more than just about money; it is about legacy, fulfillment and values, and we can help you develop a strategy that meets all of your goals.

Tax-Focused Retirement Strategy Services

  • Cash flow planning
  • Legacy planning
  • Investment management
  • Tax-focused retirement planning
  • Developing a lifetime income plan 
  • Lifetime tax bill reduction strategy
  • Socially responsible investment planning

We’ll help you to coordinate your investment strategy with your retirement goals.

Our Process

Our Services | Process | Trailhead Planners, LLC


Work with Us

The first step in our journey together is finding out if we are the right fit for your individual financial needs.

When you schedule a free introductory call, we will get to learn more about what you need and are looking for and give us an opportunity to route you to the best team member suited for you.

Our Services | Process | Trailhead Planners, LLC


We’re a Fit!

Once we have established that we are all a good fit, we schedule a presentation appointment to go over your goals, discuss your current concerns, and outline some of the ways our team can help.

Our Services | Process | Trailhead Planners, LLC


3 Steps to Embark Financial Planning Process

  1. Trail Mapping: Set Your Destination
  2. Obstacles and Opportunities
  3. Deliver, Embark, and Implement
Our Services | Process | Trailhead Planners, LLC


Guided Wealth Management

Guided Wealth Management is part of our annual experience. We will meet regularly, assess proactive planning opportunities and adjust your plan as needed.

Our Services | Process | Trailhead Planners, LLC


Open-Door Policy

Financial planning is a process, not an event, and we are here for you when you need us. Our open-door approach accommodates regular ongoing reviews of key financial areas, with easy access to your advisor when needed.

As fee-only financial planners, we act as fiduciaries while serving our clients to deliver expert and ongoing advice rather than financial products.

We help your portfolio remain focused and resilient to support your retirement goals by using evidence-based strategies combined with deep insights into how markets function and fluctuate.

Schedule a Call