We’re here to help you thrive. Using our comprehensive process, we'll take a 360° look at your current financial position, identify strategies to address your needs and build a customized plan to help you get from where you are to where you want to be, while focusing on the topics most important to you.

What can you expect?

Our services include:

• Goal Development and Personal Values Assessment, to align your goals and financial tools with what matters most to you.
• Financial Net Worth, including full digital and print net worth statements.
• Investment Analysis, a comprehensive review of your current investments through multiple filters including expense management, investment return, tax efficiencies, and risks to determine best solutions for you.
• Tax Analysis and Planning, using our 37-point checklist developed by CPAs, this analysis will help you maximize your tax efficiencies now, as well as illustrate the impact of tax strategies throughout retirement.
• Risk Management Analysis, three unique analyses designed to ensure you’ve prepared for the certainty of uncertainty.
• Retirement Income Planning, including Secure Income Modeling and Total Income Modeling to identify potential retirement income shortfalls so you can address them as quickly as possible.
• Social Security Optimization, to not only identify which strategy may pay the most, but more importantly, which is the right strategy for your plan.
• What-If Worksheets, to model up to five different retirement scenarios.
• Plan Summary, detailed, easy to read written recommendations so you know exactly what the next steps are to address any gaps in your plan.

We accomplish all of this and more through a series of high-impact Strategy Sessions, as well as our team working for you behind the scenes. We typically meet, either in person or by Zoom, six times over the course of the year.

These Strategy Sessions are intentional and designed with educational elements to provide you with greater peace of mind and confidence as you prepare for and move into retirement.

It all starts with a conversation. Click here to pick a time to get started.