If you’re nearing retirement and want to make the most of it, we’re here to help.
Let’s make sure you’re in the right place.
Who We’re a Good Fit For
We work best with individuals and couples who:
- Are within 5 years of retirement or have recently retired
- Want a trusted, long-term partnership to navigate retirement’s unique challenges
- Value a clear plan for turning savings into sustainable, tax-efficient income
Who We’re Not a Fit For
We’re not the right partner if you’re:
- Early in your career, or focused on building earnings
- More than 5 years away from retirement
- Seeking hourly or project-based financial planning
What We Do Best
Our singular focus is to help you transition smoothly into retirement and thrive once you’re there. Here’s how we’ll help:
Determine if you’re truly ready to retire
Identify the best ways to turn savings into steady, reliable income
Create a monthly retirement paycheck that reflects your lifestyle, values, and comfort with risk
Preserve and extend the life of your assets with efficient, tax-aware strategies
Safeguard your assets and your peace of mind—so you can focus on what matters most
Your First Step is Simple—And Free
Even with a clear first step, it’s normal to feel unsure about what comes next. Retirement comes with two big questions: Am I ready? And if so, how do I pay myself each month in a way that feels right?
We’re here to help you find those answers—and create a plan that works for your life.
First, use our Retirement Spending Snapshot to see if you’re financially ready. It gives you a clear, personalized number for what you can safely spend each month—without running out too soon.
Then, if you’re ready, take the RISA® Assessment. It reveals the retirement income strategy that’s best able to structure your monthly paycheck around that number in a way that fits your preferences—whether you value flexibility, security, or a blend of both.
Both of these resources are completely free and take about 30 minutes combined to complete.
Finally, round out your journey with our book, "How to Generate Retirement Income." While it’s not free, we do offer a sneak peek at the first chapter—so you can see how it covers retirement income planning from A to Z. It’s a comprehensive resource that fills in all the big and small details to help you turn your savings into a reliable paycheck, protect your spending power, and optimize your taxes—so you don’t miss a beat in your retirement plan.
Do yourself—and your retirement—a favor: Start with the Spending Snapshot. Then take the RISA. And if you want to go deeper, read the guide.
Your Retirement Income Journey in 3 Steps
Spending Snapshot
See how much you can safely spend
RISA® Assessment
Discover your ideal income style
Guide
Learn how to turn savings into income
A Clear, Confident Retirement Paycheck Plan
Are You Really Ready to Retire? Let’s Find Out.
Discover what you can safely spend each month—based on your actual savings, income, and goals.
Our free Retirement Spending Snapshot gives you a clear, personalized view of how much you can safely spend each month in retirement. It’s a powerful first step in understanding how prepared you really are.
You Know You’re Ready—Now Let’s Design Your Retirement Paycheck.
Once you know how much you can safely spend, the next step is to decide how you want to pay yourself in retirement.
The RISA® Assessment helps you do just that. It reveals your retirement income style—whether you value flexibility, security, or a blend of both—so you can build a paycheck strategy that aligns with your lifestyle and values.
The Final Step of Your Retirement Journey
Now that you’ve found your spending number and your income style, the last piece is putting it all together—so you don’t miss a beat in retirement.
Explore a sneak peek of our book to learn how to create a comprehensive retirement income plan that ties everything together: maximizing income, managing risk, and keeping your spending safe and sustainable for life.
You’re in the Right Place for Retirement Distribution Advice
Still Have Questions? Let’s Talk.
We’re always here to help you make sense of your options—and show you how to live your best retirement.
I'm Ready!