Business Professionals

If you’re anything like your peers, you have begun to seriously consider retirement. It’s a scary time for many. Do you have enough money to retire? Do you want to retire? What will you do? Will you be bored? For others, it can’t come soon enough. The fact is, there is a major shift form earning money to save to living off of the savings you’ve accumulated.

We will create a plan to:

  • streamline your finances in retirement. Let us worry about your finances, so you can enjoy retirement.
  • answer the aforementioned questions.
  • transition from earning money to save to using savings to provide for your needs/wants and doing so in a tax-efficient manner.
  • address Social Security and Medicare.

So, what does it cost to work with us?  Because our fees are based on your personal situation and the complexities it brings, it would be reckless for us to quote a fee without getting to know you better.  In our initial consultation, we will discuss our fee structure and how we’ll work to fit it into your monthly budget.  If at any time you’re dissatisfied with our service, we will refund your fee.  No questions asked.