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Our Clients

Leaves

Partnering with Diligent Savers
Who Are Retired or Soon to Be

Whether you’re looking to retire soon, or you’re already retired, you want to devote time to doing what you love. Whether that means spending more time outdoors, traveling to new places and old favorites or simply enjoying your family, your vision is uniquely yours. We take great care to understand your needs and answer questions you may have, such as...

What changes do I need to make to my finances?

Can I retire soon?

Will I really be able to have a paycheck for life?

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

How can I stretch out my dollars and minimize my tax liability?


While We Work with a Wide Range of Clients, Some of Our Specialties Include...


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Pre-Retirees & Retirees

Come retirement, your main concern is stretching out your resources for the rest of your life—while still doing things like traveling and spending quality time with family. We’ll work closely with you to create a coordinated income plan, develop an estate plan and protect your resources.

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Single Women

Whether you are widowed or divorced, our female-led team is ready to listen to your story and guide you forward. We’ll help figure out the best way to position your portfolio, create income that you can rely on throughout retirement—and live the lifestyle you desire.

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Individuals & Families

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

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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.

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?

Coordinating your financial puzzle begins by understanding your vision.


Whether you’re clear on your goals or would like to define them together, 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.