Who You Are
As a fee-only financial planner, we will help you with all of the following:
Account Withdrawal Strategy
Estate Plan Coordination
Insurance Needs Review
Social Security Timing
Tax-Efficient Distribution Planning
It’s What We Do
As a Fee-Only CERTIFIED FINANCIAL PLANNER™, we help you transition to retirement confidently.
Your plan will allow you to turn your investments into a reliable income stream while minimizing taxes. We specialize in making that a stress-free and seamless experience.
Successful investing in retirement should be driven by decades of Nobel prize-winning research rather than following what the latest talking heads are saying on CNBC.
Our evidence-based portfolios contain low-cost globally diversified mutual funds and ETFs that seek to capture market returns.
Fee-Only Financial Planning Process
We offer comprehensive financial planning & investment management with a minimum fee of $7,500 per year. Investable assets above $750,000 are charged an investment management fee.
We are your fiduciary partner focusing on tax minimization through every step of our financial planning process. Our fee includes financial planning, tax planning, and investment management.