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Book a 15 Minute Retirement Income & Tax Assessment Call

Your Free Retirement Assessment

WHAT: A 15-Minute Call. The very first step is a 15-minute phone call with our team. No cost of obligation.  We'll provide you with a second opinion on how we think you are doing, any blind spots we may see and we'll provide some actionable ideas on how to improve your retirement success and reduce your tax bill before paying us a single dollar.

WHO: Diligent savers over age 50 who have accumulated investment & retirement assets of $1,000,000 or more . (Excluding real estate.)

WHY: To help you evaluate the value and mutual fit of our services.

Who We Are

We are a fee-only wealth management firm who acts as a fiduciary to our clients.  We have helped hundreds of pre-retirees and recent retirees just like you prepare for, and manage, a successful retirement.  We understand that the landscape has changed, and it is no longer our parents’ retirement; in fact, this paradigm shift is why we wrote our book, Income for Life, The Retirees Guide for Creating Income from Savings.  You need and want qualified, relevant advice around maximizing retirement income, the coordination of investment and withdrawal strategies, and a plan to minimize taxes for a retirement that may last thirty + years!

Client Centered

In this call you’ll get:

  • Our energy, our wisdom, and over 50 years of experience focused on your unique situation
  • With an understanding of your unique situation, we’ll curate for you access to content we’ve developed that specifically applies to your situation
  • You'll be able to assess the value of our services and together we'll determine whether it makes sense to continue the conversation and schedule a Discovery Meeting.  Whatever our next step is, after our call is completed we will send you a copy of our Amazon Best Selling book – with a note of exactly what to focus on based on your unique situation

Retirement Income & Tax Assessment Call

It all begins with a complimentary phone call where we'll provide some actionable ideas on how to improve your retirement success and reduce your tax bill

Discovery Meeting

The next step is meeting with us (in-person or virtually). During this 1-hour meeting, we will get crystal clear on what you value, your retirement goals, needs, and concerns.

Diagnostic and Decision Meeting

Together we'll determine if we want to continue the conversation.  If yes, we'll prepare a Diagnostic report outlining how we can help maximize your retirement income, improve your investment results and minimize your tax due. 

New Client Onboarding Meeting

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction.   If we all decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. 

How Are You Different Than Other Advisors?

How Are You Different Than Other Advisors?

There are three really important things about our firm that separate us from others:

1. All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don't run out of money.

2. We limit the number of new clients we take on to deliver massive value and personalized service.

3. We invest in industry-leading technology to simplify our clients' lives and make retirement easy.

This is why we offer a unique service for pre-retirees and recent retirees who are looking to partner with a professional team to help them coordinate their income, investment and tax strategies to maximize income, improve investment results and minimize the taxes they pay.

The very first step is to schedule your free Retirement Income & Tax Assessment above.