SPECIALIZING in TAX EFFICIENT RETIREMENT and investment Management

Some offices try to be all things to all people. We don't. We focus on investment and retirement planning for those 55+ with an emphasis on tax planning and risk management. 

Many firms carry hundreds of clients, which doesn't leave much time for client attention or service. We limit our practice size to ensure we're able to provide thoughtful investment and retirement discussions, meaningful in-year tax planning, and high touch service to our clients.

Most financial advisors don't include tax planning or tax preparation, leaving clients to navigate the gap between their financial advisor and their accountant. We proactively update tax projections and make recommendations throughout the year, and our annual fees include tax return preparation. 

I'm a Registered Investment Adviser (Series 65) and Certified Public Accountant (CPA). I also have an MBA in Finance and Master's degrees in both Accounting (tax emphasis) and Finance.

As a fiduciary, we're obligated to act in clients' best interests. We wouldn't have it any other way. Our business model was designed to eliminate most of the conflicts of interest that are prevalent in the financial industry. 

We are not connected to or affiliated with any insurance companies, banks, or brokers. This allows us to provide unbiased advice without any influence from third parties. 

As a fee-only advisor, we do not sell any products or receive compensation from anyone but our clients. Our annual fees are a flat rate and are not based on a client's investible assets (AUM).