Who We Help
Advice Customized to You. Let’s Talk About What’s on Your Mind.
I’m Retiring Soon
Making a work change is difficult. There is a lot to think about and many adjustments all at one time. You want to feel confident and make the best decisions as you head into this exciting phase of life.
I’m Already Retired
Being retired doesn’t mean your financial life isn’t as complex as ever. There’s still a lot to think about. Now’s the time to avoid mistakes, enjoy what you’ve built and maximize your return on life.
I Own a Business
Business owners within 10 years of exiting their company have unique opportunities, challenges and risks. You’re heading towards the most impactful transaction of your life and want to get it right.
" I’m retiring soon and want confidence in my decisions"
Big Changes Mean Big Questions
If you’re thinking about retiring, you probably feel that you have a lot to figure out and many questions to answer. It can be overwhelming and hard to know what you’re missing.
You don’t have to do this on your own.
Customized advice so you can master your retirement
Leading up to retirement, we help our clients get clarity on
Changing Income
Retirement means my income will change. How can I maintain my income level and spending? How much do I need and from where should it come?
Retirement Timing
I want to make a work change or retire soon. Is my ideal retirement timeline achievable? What can I do now to retire when I want and with financial strength?
Taxes
I want to keep as much of my money as I can. How can I strategically pay less tax? What can I do now and over time to keep my wealth for me and my family?
Sound Good So Far? Let's Talk.
"I’m retired and want to avoid mistakes"
Now Is the Time to Get It Right
In retirement, you have less time to recover from mistakes. It’s also a time to enjoy what you’ve built. This makes planning ahead, minimizing risks and being intentional even more important.
Get help confidently maximizing your retirement.
Tailored Strategies to Align Your Money, Goals and Values
We help our clients flourish in retirement by addressing your top priorities like
Taxes
Taxes are one of my biggest expenses in retirement. How can I strategically pay less tax on my income and investments? What tax opportunities am I missing?
Sustainable Income
I want stable, predictable income. How can I fund my spending in a low-risk way? What can I do to plan for times of higher risk, volatility and uncertainty?
Optimizing Investments
I need to be intentional with my investing strategy. How can I take risks wisely and keep growing my wealth? How can I pay less tax on my retirement accounts and investments?
Family
I want my family to benefit from my success. What can I do for them now when they need it? How can I leave a meaningful financial legacy and minimize taxes on it?
Charity
I want to continue supporting causes important to me. What is the best way to support these organizations? How can I do this in a way that maximizes the tax benefits?
Estate Strategy
My estate should be simple and easy for my family to manage. How can I minimize taxes and expenses without overcomplicating the process for my heirs?
Aging Parents
My parents are increasingly relying on me and needing more help. How can I best manage their care? How can I make the best of a future inheritance I may receive?
Health Care
I don’t want to be a burden on my family. How can I plan ahead for future health care? How can I preserve my assets but also fund the care I may need down the road?
Simplifying
I want to spend more time enjoying retirement not managing my finances. How can I simplify my financial life so I can worry less and enjoy the best years of my life?
Sound Good So Far? Let's Talk.
"I own a business and selling the company is on my mind"
The Most Impactful Transition of Your Life
If you’re thinking about selling or changing ownership of your business, there is a lot to consider. This is likely the most important transaction of your life and a huge shift in your financial picture. You want to get it right the first time.
Let’s make your business transition a success.
Tailored Strategies to Align Your Money, Goals and Values
We help our clients flourish in retirement by addressing your top priorities like
Sale Proceeds
I want to continue living my lifestyle. How much money do I need from the sale? Can I sell to family or employees at a discount? What if the business value is less that what I need?
Grow Value
I want to maximize the company value and sale price. What can I do to grow value? How much investment and time are required to sell for more?
Taxes
Keeping as much of the sale proceeds is important. How can I pay less tax on the sale and in future years? What are the pros and cons of each tax reduction strategy?
Investment Strategy
The business sale is one of the largest transactions of my life. How can I strategically invest the proceeds to provide income, grow over time and minimize taxes.
Real Estate
Real estate plays a major role in my business and financial life. How does the business sale impact my real estate? What comes next for my real estate strategy?
My Role
I want to change how I spend time in the business. How can I focus on what I want? How can I realign my role and spend more time on high-value activities that I enjoy?