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We build retirement plans to make work optional as early as possible without sacrificing your standard of living.
Most of our clients, never wanted to retire.
They kept walking into work, enjoying the camaraderie.
Then, that moment happens...
Layoffs.
New management.
Fatigue.
Or just general burnout sets in...
Boom! they think about retirement. or maybe even semi-retirement. Or just the thought of a sabbatical for a year.
Having the freedom to decide, when, where and how you work is the new form of retirement.
Retirement = Freedom to do what you want, when you want.
Let's help make work optional and build a retirement plan that helps maintain your standard of living.
Can I Afford to Retire?
When Should I Take Social Security?
Roth Conversion Planning
Medicare Planning
Retirement Investment Strategy
How Much Can I Spend In Retirement?
How Can I Reduce Taxes in Retirement?
Creating Your Retirement Paycheck
Retirement Tax Planning
Required Minimum Distributions
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Where Are You On Your Journey?
10-15 Years From Retirement
5-10 Years From Retirement
1-5 Years From Retirement
Already Retired
Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.