You have worked hard towards the abstract idea of retirement but you are nervous about how it will actually work. You are confused how to transition from receiving a paycheck to paying yourself. You are worried that you will make mistakes or not take advantage of the opportunities that are available to you. Lastly, you want someone that will understand that financial planning is about achieving your personal goals and not just investment returns.

You are our ideal client if you are within 5 years of retirement and you have these concerns.

Why we work with soon-to-be retirees

We know that our expertise will help you the most and that our value far exceeds the fee we charge. We are a tax-focused and lifestyle-focused financial planning firm. We want to help you build the life you want to live while also saving you as much as possible in lifetime taxes. And trust us, you are about to enter the most important tax planning phase of your life.

Now, let’s discuss some of the reasons people decide to work with us:

You understand the value of tax planning

Have you ever been told by a financial advisor that you need to discuss this strategy with a qualified tax professional? That is our biggest pet peeve. Financial advice should be comprehensive and something as integral as taxes should not be outsourced out to someone that doesn’t understand your financial situation. We are that tax professional and we are that financial planner.

You have a financial advisor that has never discussed planning

So many financial advisors only focus on investments. This is truly a shame because investments are the area of your finances that they have the least control over. They are lying if they say they have control. Retirement isn’t about investments – it is about a lifestyle transition. You need to know how to make that transition and what retirement will be like. You need to know if you will be able to sustain the lifestyle you want to live and how best to do that. You need guidance on how health insurance works at all stages of your post-career life.

You want to retire before your financial planner

The average financial planner is old. Our lead financial planner is not and proud of it. Do you want to find a new financial planner in 5 – 10 years? Do you want to be transitioned to someone that you have never met when your advisor retires? If you want a professional that will be around to take care of you for the long-term, we are right for you.

You want someone who is planning focused

Your investments are important – but understanding your needs and values is imperative. You want to work with someone that helps you determine the best way to achieve your dreams. We aren’t focused on ROI but instead on impact. We aren’t focused on just tax savings but also with getting you to the point where you are worry-free.

You want to be collaborative

We are creative and love developing new ideas for clients. However, the only way that works is through an open and collaborative process of working together. We want all relationships to be like that of a CEO and CFO. We present recommendations to you, you decide what we should pursue, and we implement what is approved.