Retire with Certainty

Here is how our process works

Our first step is to schedule a meeting and review your retirement goals.

Using our Roadmap to Retirement process, we will evaluate your goals and retirement needs.

We will come up with an income strategy to fill in the gaps and make your goals a reality.

We’ll help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This includes:

Strategy for addressing taxes. This includes:

Assessing the taxable nature of your current accounts
Strategize ways to include tax-deferred or tax-free money in your plan
Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

We’ll create a plan designed to help you protect yourself against rising healthcare costs, including:

By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:

Maximize your estate and income tax planning opportunities
Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries