Our Clients

Providing Holistic Financial Planning

for Diligent Savers Who Are Near or in Retirement

What do you look forward to most about retirement? Maybe it’s spending more time outdoors, traveling to new places and old favorites, or simply enjoying your family.

One of our favorite things about what we do is helping our clients dream about their ideal retirement and building a plan to help them get there. We would love to help you do the same!

When you work with us, you’ll find that we take great care to understand your needs and answer questions you may have, such as…

How can I minimize taxes in retirement?

What changes do I need to make to my finances?

Can I retire soon?

Which retirement income strategy will help ensure I’m able to have a paycheck for life?

How can I avoid running out of money in retirement?

Do I need a financial advisor to retire?

I’d like to leave a legacy for my kids. What’s the best way to do it?

Who We Serve

While we work with a wide range of clients, we specialize in working with diligent savers who fit into one or more of the following categories:

Pre-Retirees & Retirees

Come retirement, your main concern is not running out of money, while still doing things like traveling and spending quality time with family. We’ll work closely with you to create a coordinated retirement income plan, develop an estate plan and help protect your resources.

Individuals & Families

As a successful saver, you’re driven to protect what you’ve earned as a means of supporting your family. We’ll identify tax-efficient retirement planning tactics to preserve your wealth, pursue your family’s goals – and plan to leave the kind of legacy you’ve envisioned.

Single Women

Whether you are widowed or divorced, our female-led team is ready to listen to your story and provide the financial planning support you need. We’ll work with you to build a retirement income strategy that matches your lifestyle – and helps you protect what’s yours.

Executives

You’ve devoted time and energy to your company and, as a result, you’ve not only accumulated a sizable 401(k), but you’re wondering when you’ll be able to retire. We can help you sort through the ins and outs of your 401(k), pension plan and every other aspect of your resources, while building a holistic retirement plan that supports your vision for the future.

Distributions from traditional employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.

Sound Like You?

Our holistic financial planning process begins with understanding your vision.

Whether you’re clear on your goals or would like to define them with a financial advisor, we look forward to getting to know more about you and helping you find clarity. If it seems like we’d be a good fit, we invite you to learn more about what we do and how our process works.