Pre-Retirement
Getting ready for retirement shouldn't perplex, puzzle, or confound. Our experience may help you avoid even the deepest of pitfalls.
Federal Retirement
Federal employees and retirees have unique benefits; we’re experienced in these complex considerations. We can help put the pieces together.
State Retirement
You've worked hard. We help State, County, Local Government and School District employees and retirees maximize their benefits.
Post-Retirement
Now that you're retired and living from your nest egg, it's important to focus on tax-smart strategies to extend your retirement savings and reduce income needs and managing risks: risk of out living your money, risk of major health issues, as well as investment risks. We take the mystery out of staying retired.
A Masterpiece in the Making
Our passion is your retirement. Our mission is to understand you: your values, priorities, dreams, and fears. We create strategies specifically for you. We want to help you write the best chapters of your life.
We adhere to the highest fiduciary standards and surround ourselves with professional relationships to guide you. We journey with you and your family: implementing, monitoring, and adjusting as needed - Celebrating your distinctive story.
The Art of Aging in Place
Managing risk is essential for a successful retirement. It’s easy to focus on investments and taxes, but safety, wellness, independence, and vitality are also crucial.
We work with you to create an aging in place plan, all the while providing gentle education and guidance. You are always the star of the show.
The Art of Estate Planning
We assist with your estate plan, often working with your accountant and estate attorney.
Just like the architect’s blueprints, your plan should be designed to stand the test of time.
Not only do we speak “estate planning” and “estate taxes” – we can interpret these concepts for you.
What's So Great About a Rollover?
What Is a 1035 Exchange?
