Tax-efficient retirement planning and investment management
As Seen In:
What Makes Us Different
We are Certified Financial Planners™. CFP marks signify professionalism and expertise in financial planning. Certified Financial Planners meet strict educational, examination, experience, and ethical standards.
We’re fee-only. Our compensation is derived solely from the fees you pay for our services, ensuring that our interests are aligned with yours.
We’re fiduciaries. We are legally and ethically bound to act in your best interest at all times.
We’re independent. Our independence allows us to offer unbiased advice free from the influence of third parties.
We are tax-focused. Understanding that tax implications can significantly impact your wealth accumulation and preservation, we take a holistic approach to financial planning.
Our Clients are Usually:
55 or older
Single or married
Retired or within a few years of retiring
Will have Social Security and maybe a pension
Owns a home, maybe also a vacation property, and potentially one residential rental property
Doesn't own any private investments such as hedge funds, private equity funds, partnership interests, private loans, commercial land, etc.
Doesn't have citizenship outside of the U.S., and doesn't own any foreign investments, accounts, or real estate.
Has investable assets over $500,000
Book a complimentary consultation
Think you may be a good fit? Feel free to schedule a complimentary consultation call on our calendar!