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Who do we work with?

We primarily work with individuals and families who are approaching retirement or are already retired.
Most of our clients are 45 or older and need help with developing a sustainable retirement income plan.
Our typical client is asking:

  • How much do I need saved in order to retire?
  • What should I do about Social Security, Medicare, & Long-Term Care?
  • How should I invest while I’m taking money from my retirement accounts?
  • How can I be tax efficient with my investments?

Our process

It’s easy!

Step 1: We start with a 15-minute icebreaker call to make sure our services match your needs.

Step 2: A discovery meeting to gather data and answer any questions you may have.

Step 3: We develop a plan and present our recommendations.

You can schedule an intro call below.