What We Offer
Our Wealth Management Service model includes tax efficient retirement planning, portfolio management and income tax return preparation all for one flat fee.
We specialize in retirement planning, focusing on the specific needs of pre-retirees and retirees. Examples are:
Tax savings strategies in lower-income post retirement years:
ROTH conversions
0% capital gains tax bracket
Minimizing medicare income-based surcharges
Keeping updated on legislative tax changes and how they impact your situation
Buying or selling a primary residence, vacation home or rental property
Reducing stock market risk in your investment portfolio via appropriate asset allocation
Creating a reliable, tax efficient income stream in retirement
Determining the optimal time to start social security
Assessing the impact of long-term care
Updating estate and health care documents
Consolidating accounts from working years to simplify withdrawal during retirement
Establishing and maintaining an emergency fund
Required Minimum Distributions (RMD) withdrawals in retirement
Our Process
1. Book your complimentary 30-minute consultation
Many people struggle to find a Financial Advisor that resonates with their core values. Let’s meet so I can get to know you and your financial goals.
2. Collaborate and design a comprehensive plan
Uncover your path to a financially stress-free retirement. We will collaborate with your purpose and priorities as a foundation.
3. Execute the plan to ensure you achieve your goals
Make smart financial decisions to fuel your future, so you never have to worry about running out of money again.
Fees & Pricing
Transparency is important to us. That’s why we’ve simplified our pricing to one annual, flat fee that is billed quarterly.
*Fees might be higher due to complexity factors such as number of accounts, tax filings in multiple states, business ownership, number of existing stock holdings or private equity investments