We specialize in helping pre-retirees between 50 and 65 transition into retirement. But that really doesn’t describe the hands-on approach we take with our clients.
We build roadmaps to retirement. We identify the best route, point out the roadblocks and set a course to navigate around them.
Our roadmaps cover the obvious - a successful retirement. But they also weave in income taxes, estate planning, portfolio analysis and construction and protecting your finances against a future nursing home stay.
Along the way, we have a network of other professionals such as CPAs and attorneys that help in specialized areas as needed.