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.
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.
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
Retirement
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:
- Are you on track for retirement?
- Can you lower your lifetime tax bill?
- Can you improve your investments?
