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Who We Serve

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People Over 50

The majority of our clients are professionals with established careers who are actively planning for retirement, if not planning to retire in the very near future.

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People With Most of Their Savings in Retirement Accounts

Our clients typically have accumulated retirement assets of $1,000,000 or more (excluding real estate), primarily in tax-deferred retirement accounts such as 401(k)s, 403(b)s, and IRAs. We are confident that we can reduce their lifetime tax bill well in excess of our fees.

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People Who Want To Delegate The Details

While they control the big decisions, our clients invest in hiring a seasoned professional to help them proactively implement the details so they can spend time on what’s important.

If this resonates with you, we’d love to talk


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Reality Check

Do you wonder if you’re on track for a healthy retirement? Our Retirement Reality Check assessment will provide insight into key areas and give you recommendations to ensure your retirement is a comfortable one.

The Retirement Reality Check is designed to answer three questions that are crucial for a secure retirement:

  1. Are you on track for retirement?
  2. Can you lower your lifetime tax bill?
  3. Can you improve your investments?


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