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Retirement & Tax Checkup

The retirement + tax checkup is a fully customized retirement and tax plan. Learn how to maximize your income and lower taxes.

no cost

Our best work is with:

Age 50+

Retirement investors age 50+ who are retired or close to it.

$500,000+

Diligent savers with investments over $1 Million+. (Excluding real estate.)

Expert Guidance

People who value expert help because retirement is too important.

Does this describe you?

We Focus on 3 questions

meeting agenda

ARE WE A GOOD FIT ?

In addition to a friendly conversation, we will use this meeting to ensure your situation matches our expertise. We will also clearly explain our service model and answer your questions.

WHAT DOES YOUR IDEAL RETIREMENT LOOK LIKE ?

We can help you define your ideal retirement even if you’re not sure what you can afford. It’s important that you take advantage of every opportunity available to you.

HOW CAN WE HELP ?

The plan includes our findings and actionable steps for

    1. Lowering your tax bill
    2. Optimizing investments
    3. Maximizing retirement income
    4. Calculation of required savings to reach goals

Note: There are times when another meeting is necessary. You may have more questions or wish to see another scenario. If so, we are happy to accommodate you.

FINAL STEP – CONSIDER OUR FULL RETIREMENT SOLUTION

Once your plan is complete, you have two options:

  1. Implement on your own; or
  2. Hire us to do the heavy lifting for you!

Our full-service solution, includes the following:

  • Investment management on an ongoing basis
  • Retirement/tax plan updates on a biannual basis
  • Coordination of retirement withdrawals
  • Proactive tax planning
  • Management of insurance policies
  • Maximizing retirement income sources (Social Security, 401(K), etc.)

There is never a hard-sell or pressure to say “yes” to the full-service model. We are here to support you and your needs so you can achieve your retirement goals.

Schedule Your (Free) Intro Meeting

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