How to Get Your Financial Assessment:

  1. Our proven process allows you Assess your current financial  situation, Implement the recommendations, and monitor your  retirement plan for long-term success.
  2. We focus on the six key areas of financial planning. We will  provide our FREE assessment to you and you then decide if it’s worth hiring us!

We do our best work for:

Individuals, age 55+, who are retired or are within 2 years of retirement & saved $1 million or more in investable assets.

How do I minimize taxes once I'm retired?

Do my investments align with my goals?

How can I turn my savings into a reliable source of ongoing income?

Retirement Road Map


To help you (and us) make an informed decision about working together.


A complimentary 3-step process to develop a customized Retirement Road Map™ designed to help better prepare you for Retirement.


Diligent savers, 55 and older, who are 2 years or less away from Retirement, and have accumulated an investment nest egg of $1,000,000 or more (excluding real estate). 

Your Customized Retirement Road Map™

Step #1

Schedule your 30-Min Intro Call

A 30-minute introductory phone call will give us both a chance to make sure your situation matches our expertise.

Step #2

Gather Your Financial Information

Like any good physician, it’s important to diagnose before we prescribe.

The next step in our process is obtaining all your important financial information in order to build your customized retirement road map.

Step #3

Review Retirement Road Map™

With your customized Retirement Road Map™ complete, we will hold a 60 minute meeting to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your retirement plan, lower your taxes, and optimize your Investments.

Think About It!

At the end of this process, we will simply ask you to think about it. If you decide that we aren’t a good fit, we will gladly help you find another financial professional with the right expertise. This isn’t a timeshare presentation – we don’t get you in the room and lock the door!

Step #1: Schedule 30-Minute Intro Call