How much money can I spend without running out?
We help you determine when you can retire and how much can you spend without outliving assets.
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Replace your paycheck
Minimize your taxes
Invest smarter
You Want to Retire Within 5 Years or Have Recently Retired
and have questions…
Your Retirement Questions Deserve Solutions Rooted in Transparency, Credibility & Experience
Dependable Advice
- Certified Financial Planner™
- Registered Life Planner®
- Over 20 years of experience
Fee-Only Fiduciary
- We act 100% in your best interest
- No commissions or hidden fees
- No conflicts of interest
Retirement Experts
- Personalized Retirement Planning
- Prudent Investment Management
- Tax Reduction Planning
3 Steps to a Confident and Secure Retirement
Step #1
Start Your Free RetireNow™ Checkup
Our process results in a one-page assessment summarizing critical next steps to accomplish your retirement goals.
Step #2
Think About It!
Review our assessment and decide if we are the right fit.
Step #3
Then Leave The Thinking to Us!
Hire us to do the heavy lifting throughout retirement so you can enjoy living it!
Which of these true-to-life case studies best fits your situation?
Link to: Case Study – Early Retirement
Early Retirement
Peter and Laura
Ages: 60 & 58
Goals
- Retire early Minimize taxes
- Move to dream destination
- Take yearly vacation with kids & grandkids
Challenges
- 5 different pension plans + social security
- Large cash savings not making interest
- How to calculate if they have enough money saved
Link to: Case Study – Five Years From Retirement
5 Years From Retirement
Gary and Vivian
Ages: 58 & 50
Goals
- Take 3 trips abroad yearly
- Grow classic car collection
- Remodel current home
- Create tax-efficient inheritance plan
Challenges
- Busy careers
- How to take advantage of executive benefits package
- Different investment risk tolerance
- 4 children from previous marriage
Link to: Case Study – Recently Retired
Recently Retired
Dennis and Ann
Ages: 66 & 62
Goals
- Move from California to Georgia to be with family
- Help with grandkids’ college funds
- Free up money to travel
- Volunteer and donate to charities
Challenges
- New home budget
- How much can they spend safely
- Needed social security strategy
- Decide on pension options
What‘s at Stake if You Don’t Make Sure You’re Secure?
As a dedicated saver, you deserve to spend your retirement doing what you’ve dreamed of.
You keep working much longer than you have to or want to.
You retire but you’re afraid to spend money and constantly worry about not having enough.
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