Does your current financial adviser make a difference in your life? The answer matters. Why hire us? Do you lie awake at night wondering if your nest egg will last as long as you do? As a fee only firm, we make certain you do not outlive your income. We maximize your Social Security, and harvest income from the correct asset (bucket) so you pay income taxes at the lowest marginal rate.
We are completely independent and work only for our clients putting their interests first. We are specialists in retirement income planning and that is all we do. We design and develop a study for each client so they can sleep soundly at night because they no longer worry about running out of income.
We never use a pre-set solution. We do not favor one income or tax method. Each person is unique and each strategy set will fit that person.