Fee-Only Retirement Planning

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Who You Are

As a fee-only financial planner, we will help you with all of the following:

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Investment Management

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Tax Optimization

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Account Withdrawal Strategy

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Estate Plan Coordination

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Insurance Needs Review

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Retirement Planning

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Social Security Timing

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Medicare Review

Tax-Efficient Distribution Planning

It’s What We Do

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Proactive Planning

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. 

Evidence-Based Investing

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 

Fee Schedule

Retirement Planning

We offer comprehensive financial planning & investment management for $9,600 per year.

Services Offered

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. 

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Mailing Address

196 Alps Rd
STE 2-141
Athens, GA 30606