Tax Focused Financial Planning for Individuals Age 50+

Here you will find our no cost, no obligation process for helping you make educated and informed decisions about your finances.

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Plain English Answers to your Questions

As your advisor it is our job is to give you answers to your financial questions, in plain English, so that you can make educated and informed decisions about your finances. Our proven process will help you answer the critical questions related to the core four areas of your financial plan.

We believe that before you pay someone a dollar in fees or trust them with a penny of your nest egg, they need to demonstrate exactly how they will deliver value to your retirement. The first step in this process is a short phone conversation to answer your initial questions and explain in greater detail our process for helping you evaluate our firm.

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Income

When is the right time to start Social Security? How much can I withdraw from my retirement savings? How should I take my required minimum distributions?

Security

Do I have a plan for how to pay for long term care if I need it? Do I have the right estate planning documents in place? Do I need life insurance anymore? How does Medicare work and what is the right plan for me?

Taxes

How can I lower my tax bill over the course of my retirement? How can I lower my taxes today? Should I convert my account to a Roth IRA? How come my taxes are higher in retirement than when I was working?

Investments

Is my portfolio appropriate for retirement? Is the potential return worth the risk I’m taking? How do all my accounts work together?

We believe that before you pay someone a dollar in fees or trust them with a penny of your nest egg, they need to demonstrate exactly how they will deliver value to your retirement. The first step in this process is a short phone conversation to answer your initial questions and explain in greater detail our process for helping you evaluate our firm.

Schedule a call