Your Roadmap from
Savings to Income.
Three-Phase Process.
A clear, three-phase process that turns your benefits, savings, and goals into a coordinated retirement strategy. See exactly how your money will work throughout retirement with year-by-year cash flow projections.
Start Your Money Map
"You earned it. Live the retirement you deserve."
Mike Stevens
Does This Sound Familiar?
The most common retirement planning challenges we see with families trying to coordinate scattered accounts and goals.
Your accounts are all over the place
Multiple 401(k)s from old employers, scattered IRAs, investment accounts, and pensions — but no unified strategy connecting them all together.
You don't know when you can afford to retire
You have no clear picture of whether your savings will support your desired retirement lifestyle, or how long your money will actually last.
Social Security timing confuses you
Should you claim at 62, full retirement age, or wait until 70? The decision affects your lifetime benefits but you're not sure what's optimal.
Tax planning feels overwhelming
Roth conversions, RMDs, tax brackets — you know taxes matter in retirement but don't have a coordinated strategy to minimize them.
Three-Phase Process.
Complete Coordination.
Coordinated Strategy
Four Core Strategies
Our proprietary three-phase process transforms scattered accounts and goals into a coordinated retirement strategy with year-by-year cash flow projections and ongoing lifetime support.
- Retirement planning with 3 Bucket Strategy
- Investment management and TSP coordination
- Tax strategy with Roth conversions
- Asset protection and estate planning
- Dedicated fiduciary financial advisor
- Ongoing portfolio management
- Proactive plan adjustments
- Client appreciation events
From Scattered Accounts
to Unified Strategy
The Retirement Money Map transforms your scattered benefits, savings, and goals into one coordinated strategy. We help you consolidate accounts, optimize Social Security, and create year-by-year cash flow projections so you know exactly when you can retire.
Account Consolidation
Rollovers, transfers, and ACAT moves to consolidate scattered accounts with trusted custodians like Fidelity and Charles Schwab.
3 Bucket Investment Strategy
Cash bucket for immediate needs, Income bucket for steady returns, and Growth bucket for long-term wealth building and inflation protection.
Discovery
One meeting covering your life, family, goals, our process, and creating your custom Retirement Money Map with complete transparency.
Execution
1-3 months implementing retirement planning, investment management, tax strategy, and asset protection planning across all accounts.
Your Future
Lifetime partnership with ongoing portfolio management, financial reviews, tax planning, and proactive plan adjustments as your life changes.
Money Map FAQ
Learn how our three-phase process transforms your retirement planning.
Start Your Money MapReady to build your Money Map?
Schedule a complimentary discovery meeting. We'll show you what a coordinated retirement plan looks like for your situation and explain how our fiduciary financial advisor approach can help turn your scattered accounts into a unified strategy.
Schedule Your VisitA Fiduciary Promise
