How We Guide Your Retirement Strategy

Simple steps, thorough analysis, ongoing adjustments.

1

Discover

We start by listening—your goals, your numbers, your concerns. We gather the essentials without overwhelm.

2

Plan

We model scenarios, analyze Social Security, stress-test investments, and evaluate tax strategies.

3

Implement & Adjust

Life and tax laws change. We revisit your plan and keep it aligned with what matters most to you.

What to Expect

First Meeting Checklist

Come as you are—bring what you have. We’ll do the heavy lifting.

Topics we'll cover

  • Income sources and withdrawal order
  • Tax exposures, Roth opportunities, IRMAA awareness
  • Investment alignment and risk tolerance
  • Estate planning basics and beneficiaries

What to bring (if available)

  • Recent statements (IRAs, 401(k)s), Social Security estimates
  • Tax return (most recent) and pension details
  • List of goals or concerns for the next 5–10 years