Start Here
Get Started With Your Free SMART Analysis
Your Strategic Market And Retirement Tax Analysis shows you how to minimize your taxes, maximize your retirement income, and steward your wealth.
Our 3-step meeting process is designed to help you get clear on your options and test drive our services.
There’s no cost, no sales pitch, and no obligation to move forward or work together at the end of this process
We’re Retirement and Tax Specialists and We Do Our Best Work With…
Detail-Oriented Investors Aged 55+
Our clients are retired or want to make “work optional” and become financially independent in the next 3-5 years. They value the details and appreciate a methodical approach to planning.
Who Have Saved $1M for Retirement
Our clients are disciplined savers who have accumulated a retirement nest egg of $1M+ (excluding real estate). Our goal is to help them make the most of their hard work and carefully steward their wealth.
Want to Delegate to Retirement Specialists
We are a full-service retirement planning and wealth management firm best suited to clients who want to delegate all of their retirement planning and investment management to us and build a long-term, ongoing relationship.
How it Works
20-Minute Call – Are We a Fit?
A 20-minute call will let us learn about your financial situation and determine whether our expertise is a fit for your needs. If we’re not the right financial partner for you, we will happily point you to the right person.
1-Hour Discovery – Gather Information and Build The Foundation
The next step is a one-hour meeting (in the office or via Zoom). Ahead of the call we’ll send “homework” that allows us to develop a high-level view of your entire financial situation. We will get crystal clear on your financial goals, needs, and concerns and use the information we gather to build your SMART Analysis.
1-Hour Review SMART Analysis
Our third meeting is an in-person session in our office to present your SMART Analysis and discuss our findings and recommendations. You’ll walk away with a detailed overview of your current situation and clarity about your options and next steps.
Schedule a 20-Minute Call
Think About It!
At the end of our meetings, we’ll ask you to think about it.
You’ve spent decades building up to your retirement, and choosing the right financial partner isn’t a decision you should make lightly.
There’s never any pressure or obligation to work with us. We’re only looking for clients who share our values and appreciate our methodical approach to retirement planning.
Ready to Get Started?
Book Your 20-Minute Call to get your SMART Retirement Analysis
