What needs to take place going forward to live a life of significance and purpose?

Our strategic planning focuses on your goals and the road map you’ll need to follow to achieve them. Our planning process is unique because we focus on a comprehensive approach that includes the impact of taxes on your retirement distributions.


Unique aspects of our planning process

Our process strives to:

  • CREATE a Tax-Free/Efficient Retirement
  • MAXIMIZE Retirement income
  • CREATE multiple streams of Tax-Free income you can’t outlive
  • PROVIDE principal protection for your retirement assets
  • PREVENT sequence of return risk
  • CREATE a safe and productive rate of return
  • MINIMIZE Social Security taxes
  • PROVIDE sufficient LTC provisions


Our ability to design a comprehensive strategic plan for your successful retirement is rooted in the broad experience and deep understanding gleaned from years of experience working with clients like you!