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Our Services

Retirement Planning

Retirement Planning

As you approach retirement or find yourself already there, it's essential to have a plan that gives you confidence and allows you to pursue your life’s passions. We understand the unique challenges and opportunities that come with this stage of life. We specialize in providing tailored retirement planning solutions for individuals at or near retirement. We will help you reduce your tax bill, invest smarter, create a sustainable income stream, and navigate the complexities of social security and healthcare. With our expertise, you can confidently make informed decisions that will secure your financial future and allow you to enjoy the retirement you've always dreamed of.

Long-term Care

Long-term Care

As you approach retirement or find yourself already there, it's crucial to consider long-term care planning. Planning for your future healthcare needs is an essential part of a comprehensive retirement plan. We understand the importance of addressing this aspect of retirement planning. Our experienced team specializes in helping individuals at or near retirement navigate the complexities of long-term care planning. We can assist you in understanding the various options available, such as long-term care insurance or Medicaid planning, and help you create a personalized strategy that aligns with your unique needs and preferences. By taking proactive steps now, you can ensure that you have the financial resources and support in place to maintain your independence and access quality care when needed.

Legacy Planning

Legacy Planning

As you approach retirement or find yourself already there, it's important to consider legacy planning as a significant part of your overall financial strategy. Legacy planning allows you to leave a lasting impact on the people and causes that matter most to you. We understand the value of strategically planning your legacy to ensure that your assets and values are preserved and passed on in accordance with your wishes. Our experienced team can help you navigate the complexities of estate planning, including wills, trusts, and charitable giving. We will work closely with you to create a comprehensive plan that reflects your values, minimizes taxes, and maximizes the benefits for your loved ones and the causes you care about. By taking the time to plan your legacy now, you can provide financial security for future generations and create a lasting impact that extends far beyond your retirement years.

Our Fee Schedule 

Our Fee Schedule 

We charge for financial planning:

Pre-Retiree $300/month*

Retiree $500/month*

*waived if we manage your investable assets of $500,000 or more