Schedule Your FREE
Retirement Review
Tax Analysis
Retirement Income Review
Investment Analysis
A simple 3 step process to help you evaluate our services
and make an informed choice about working together.
We’re Experts at Helping People
Confidently Retire At the Beach
Retirement is a big step that comes with a lot of change, which is why it’s important to work with
someone with the tax and retirement expertise and personalization you need for a successful
transition. We do our best work with clients who:
Are age 50+
Have enough assets to comfortably retire confidently
Value expert help
because retirement
finance is something you don’t want to mess up
Get Started with Your Free
Retirement Review
STEP 1
Discovery meeting (45 min)
The first 15 minutes of our meeting is all about getting to know you and seeing if we’re the right fit. If we are, we’ll discuss your goals, challenges, and how we can help.
(After all, you wouldn’t hire a plumber to wire your house!)
STEP 2
Share financial documents
After we chat, we’ll securely ask for a few key documents that we’ll need to complete our analysis. With those documents in hand and what we learned in our meeting, we’ll put the finishing touches on your retirement review.
STEP 3
Retirement Review (60 minutes)
We’ll walk through your retirement review together, showing you exactly what you can do to improve your plan, pay less in taxes over time, and grow your investments.
Just Think About It!
Once your review is done, we’ll ask you to take some time to think it over. Our goal is to build a relationship with you, not make a sale. If you feel we’re the right fit, we’ll get things started. If not, we’re happy to connect you with another advisor.
Still Have Questions?
Are you a fiduciary? Will you sign a fiduciary oath as my advisor?
Absolutely. Our advisory contract explicitly states a fiduciary oath and our duty of care and loyalty to you as a client. We believe every advisory relationship should have this clause in plain English.
Do you get paid commissions or other compensation?
No. You can see our services and fees listed transparently. This is the only way we get paid. No commissions, no sales trips, no hidden conflicts of interest. Just fiduciary advice.
Will you talk to me about tax and estate planning?
Not only will we talk about it – we’ll work to implement strategies that reduce your lifetime tax liability and make your life come tax time, easier. We’ll prepare a letter along with all relevant documents from your investments, so tax time becomes a breeze.
What’s your investment philosophy?
We use evidence-based strategies that have long track records of history and success. Every investment recommendation and strategy change will be rooted in common sense and backed up by evidence.
What technology providers do you use?
We pride ourselves on partnering with industry leading technology providers. You’ll use Orion as a client portal to see performance, obtain tax and other custodial documents from Charles Schwab, and sign directly into RightCapital, our financial planning software. We even have our own custom mobile app. No more needing 4 passwords to see your money or get what you need.
What if I’m not the right fit?
That’s OK! We recommend finding another fee-only fiduciary advisor through XY Planning Network or NAPFA. If you’d like, we can even recommend a few.
