Who We Serve
We work with families who have saved diligently and want expert guidance to make the most of their retirement.
Our Ideal Clients
We specialize in working with families who share these characteristics.
Retired or Close To It
You're approaching retirement or already retired and need strategic income planning to make your savings last.
Diligent Savers ($500K+)
You've built substantial savings and need professional guidance to optimize your retirement strategy.
Tax-Conscious Planners
You understand the impact of taxes on retirement and want strategies to minimize your tax burden.
Do Any of These Sound Like You?
Approaching Retirement (Age 55-65)
You've spent decades saving and are now within striking distance of retirement. You need answers to critical questions:
- Do I have enough to retire?
- When should I claim Social Security?
- How do I turn savings into income?
- What about healthcare before Medicare?
- How will taxes change in retirement?
Recently Retired (Age 62-70)
You've made the leap into retirement and need to optimize your new financial reality:
- Am I withdrawing from the right accounts?
- Should I do Roth conversions now?
- How do I navigate Medicare and IRMAA?
- Is my portfolio positioned correctly?
- What about Required Minimum Distributions?
Established Retirees (Age 70+)
You've been retired for years and want to preserve and transfer your wealth:
- How do I manage RMDs efficiently?
- Is my estate plan up to date?
- Am I being tax-efficient with withdrawals?
- Should I consider charitable strategies?
- Is my portfolio still appropriate?
Federal Employees
You have a unique benefits package that requires specialized knowledge:
- How do I maximize my FERS annuity?
- What's the best TSP strategy for me?
- Should I keep FEGLI into retirement?
- How does FEHB work with Medicare?
- When is the optimal time to retire?
Minimum Requirements
To provide the level of service our clients expect, we work with families who have:
Enough savings to benefit from comprehensive planning strategies.
Approaching retirement, recently retired, or already in retirement.
Willing to engage in a collaborative, ongoing planning relationship.
Think We Might Be the Right Fit?
Schedule a complimentary consultation to discuss your situation and how we can help.
No obligation. No pressure. Just a conversation about your financial future.