Retirement planning
We turn savings into income that lasts, with a withdrawal order, a Social Security strategy and a plan for health costs before Medicare.
Everything in the engagement,written down.
Retirement date and income analysis
Withdrawal order by account
Social Security claiming strategy
Medicare and health cost planning
Pension and annuity review
Is this for you?
A paycheck for life: when to retire, how to draw income and when to claim Social Security.
From first callto a written plan.
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Decisions our clients made,and what they changed.
Physician couple, both 54Two physicians bring retirement forward by four years
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
Family-owned manufacturer, $22M revenueA manufacturer turns a cash squeeze into a credit line
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.