We are a commission-free, fee-only financial planning office. Our services include:
Social Security Optimization
Retirement Income Planning
We do our best work with pre-retirees and those retired.
Richard and Trish have recently retired and want to live an active lifestyle, but are concerned with taxation and whether their money will reliably last.
Still working, but…
A career in academia has been rewarding for Michael. He continues to work not because he feels he has to but because he still gets a sense of being part of something bigger than himself.
Discover our six-step retirement plan process.