Income & Tax Planning Solutions for Your Retirement
Get Your Retirement Assessment
Create an Optimized Income Plan
We specialize in creating personalized retirement income strategies.

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

Make Work Optional - Live Life with Confidence
Together we will build a plan to replace your paycheck & support your lifestyle with peace of mind.
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
Data-driven analysis is the foundation for everything we do.
We work to understand all elements of your financial situation.

Implement
Individualized strategies ensure that your values are always a priority.
We ensure that your plan is implemented, not just put on a shelf.

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

Michael Rauth MBA, CFP®, RICP®
Founder, Financial Planner