Broker Check

Retirement - A Masterpiece in the Making

We want to help you write the best chapters of your life.

Pre-Retirement

Pre-Retirement

Getting ready for retirement shouldn't perplex, puzzle, or confound. Our experience may help you avoid even the deepest of pitfalls.

Learn more
Federal Retirement

Federal Retirement

Federal employees and retirees have unique benefits; we’re experienced in these complex considerations.  We can help put the pieces together. 

Learn more
State Retirement

State Retirement

You've worked hard.  We help State, County, Local Government and School District employees and retirees maximize their benefits.

Learn more
Post-Retirement

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.

Learn more
<b><span>A Masterpiece in the Making</span></b><br/>

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.

Learn more
<b>The Art of Aging in Place</b>

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.

Learn more
<b><span>The Art of Estate Planning</span></b>

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.  

Learn more

Knowledge is Power

Curated articles, videos, and more, for a financially savvier you.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
Learn More
Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More

Have a question? We're ready to help.

Thank you!
Oops!