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?
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
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.
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.
3 Steps to Embark Financial Planning Process
- Trail Mapping: Set Your Destination
- Obstacles and Opportunities
- Deliver, Embark, and Implement
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.
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.