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What we do
What we do
We provide comprehensive financial planning, professional investment management, and tax preparation services.
Who we work with
Who we work with
We do our best work with retirees and small busines owners.
In or Near Retirement
In or Near Retirement
Social Security optimization
Retirement income planning
Medicare, pre-Medicare, and Long-Term Care insurance selection
Lifetime tax optimization
Roth conversion strategies
Premium tax credits
Required minimum distributions (RMD)
Qualified charitable distributions (QCD)
Estate planning
Small Business Owners
Small Business Owners
Retirement plan creation
Health insurance selection
Business entity selection (LLC, S-corp, etc.)
Tax efficient income (salary vs. owner draw)
Tax preparation (individual and business)
Accounting
Aligning business finances with household goals
Exit planning
How we're different
How we're different
Integrated tax planning and preparation
Integrated tax planning and preparation
We incorporate tax minimization planning into all aspects of our services. We also offer full tax preparation services for individuals and businesses because the plan is only as effective as its implementation.
Fees that are clear and fair
Fees that are clear and fair
We are "fee-only," which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. The fee we charge is a flat annual fee that is NOT a percentage of the size of your investable assets. We believe this reduces conflicts of interest and allows for more flexibility.
Credentialed
Credentialed
In addition to having relevant education, professional and academic experience, we hold industry designations focused on tax-efficient financial planning & investment management:
CFP® - CERTIFIED FINANCIAL PLANNER®
RICP® - Retirement Income Certified Professional®
EA - Enrolled to represent taxpayers before the IRS
Independent Fiduciary
Independent Fiduciary
We are a standalone company not affiliated with any banks, brokerages, or insurance companies. This allows us to offer services without pressure to make certain recommendations. We are regulated solely as a fiduciary, which means we are ALWAYS required to act in YOUR best interest.
Next Steps
Next Steps
Learn more About Us
Review our Services and Fees
Check out our approach to finances in Blogs and Videos
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