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Income & Tax Planning Solutions for Your Retirement

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Create an Optimized Income Plan

Create an Optimized Income Plan

We specialize in creating personalized retirement income strategies. 

Retirement Assessment
<span>Reduce Lifetime Taxes</span>

Reduce Lifetime Taxes

Tax-efficient withdrawals & ongoing tax planning to lower your lifetime taxes.

Retirement Assessment
Make Work Optional - Live Life with Confidence

Make Work Optional - Live Life with Confidence

Together we will build a plan to replace your paycheck & support your lifestyle with peace of mind.

Retirement Assessment

Fiduciary

We will give you advice that is in your best interest.  We are specialists in retirement planning and retirement income planning. 

Transparent Fees

Our fees are simple. There are no hidden fees. We do not sell products or make commissions.

CFP®, RICP® Professionals

We hold the Certified Financial Planner™ and Retirement Income Certified Professional™ credentials. 

Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

We work to understand all elements of your financial situation.

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Implement&#160;

Implement 

Individualized strategies ensure that your values are always a priority.

We ensure that your plan is implemented, not just put on a shelf.

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Monitor

Monitor

We monitor your plan, track your progress, and help you to adjust as life unfolds. 

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Meet Our Team

Case Studies