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Tax-Focused Retirement Planning and Portfolio Management For Your Next Chapter

Are you over 50, have at least one million dollars in retirement savings, and ask yourself:

  • How will I generate enough income to support my lifestyle in retirement without taking on too much risk?

  • How do I minimize taxes on retirement fund withdrawals?

  • How much market volatility can my investments withstand?

  • How will healthcare costs and the potential need for long-term care impact my retirement savings?

We are here to help you:

Protect and grow your retirement savings

Maximize your social security benefits

Reduce your tax liability

Manage risk on a cost efficient investment portfolio

Michael Gross, CPA, CFP®, MS Tax

Seasoned CPA and Certified Financial Planner™ prioritizing income tax planning to help clients create tax-efficient retirement income.

As an experienced CPA tax professional and a Certified Financial Planner™, I am passionate about getting people financially ready for retirement using creative income tax saving strategies.

Why work with me?

  • I specialize in working with people over 50

  • I will keep you fully informed about your money

  • You can enjoy what’s important in your life

You can expect:

Our Fiduciary duty to act in your best interest

Easy to understand advisory fee structure

Continuous plan monitoring and communication

We will not:

Place our own interests ahead of yours

Charge commissions or hidden fees

“Set it and forget it”

Plan now so you can focus on what matters most.

Schedule a call for a free assessment

Decide if we are a good fit

Let’s get started: Hire me and you do what you love