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WHO THIS service is FOR

It is best suited for those who need help with a limited set of needs specific to retirement or investment, or tax planning:

I want to know if I am on track to retire.
I need a strategy for withdrawing funds in retirement.
I want to reduce taxes and increase after-tax income.
How should I invest in retirement.

WHAT YOU CAN EXPECT FROM ME

Two consultations to assess your needs and to present your solution.
Financial Planning Summary. Click here to see a sample.
Service offered as a one-time fee, and doesn't require a long-term commitment.
Clients are solely responsible for any and all implementation of our solutions.

WHAT I EXPECT FROM YOU

We are a digital-first firm and willingness by you to conduct all meetings online or over the phone.
This process is a collaboration. So, I expect you to provide information and share your thoughts in a timely manner, and to reach out to me when life shows up.

Schedule a complimentary call to learn more