Financial planning that helps you answer, “Will I have enough?” “Can I use my resources better?” and “Am I being a good steward?”
If you are having heart issues, you want a cardiologist. Foot issues would lead to a podiatrist. We specialize in helping you on your Retirement Final Approach and LandingTM
The Retirement Final Approach and LandingTM Zone may look different for everyone but typically starts up to 10 years before retirement.
Don't let a lifetime of work, dedication, and saving be ruined by a bumpy landing!
As you approach and enter retirement, every decision is magnified as the stakes are higher, and mistakes have less time for recovery.
We're here to guide you through those all-important questions such as:
And of course: what happens when the government changes the rules?
If you like what you've seen thus far or are simply curious, let's have a conversation. Our process starts with an introductory phone call to understand some of your needs and help you understand how we do things. Note that we don't have set minimums, although we often find our best fit to partner with us is often age 50+ with at least $500,000 of investments. We're happy to discuss with you whether or not you might be a good fit.
The link below allows you to directly book a call on my calendar.
Founder, CEO, and Financial Planner