What We Do

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What We Do

Our Financial Roadmap process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial life.



  • Investments for growth
  • HIGHER tolerance for risk
  • Time is on your side
  • Dollar Cost Averaging on current contributions


  • Distributions for your income
  • LOWER tolerance for risk
  • Time is NOT on your side
  • Social Security Maximization
  • Inflation Plan
  • Spousal Plan

Any comprehensive retirement plan will include a strategy for decreasing tax liabilities. This includes closely examining where your investments, savings, etc are placed in the three primary tax classifications of money:

  • Taxable NOW
  • Taxable LATER (tax deferred)
  • Taxable LATER (tax free)

We will create a plan to help you address rising health care costs with a minimum of expense, including:

  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a Long-Term Care Plan
  • $327,000 is the average amount spent on healthcare expenses for an individual age 65+
  • 70% of individuals age 65+ will experience a long-term care event

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified estate planning attorney, our goal will be to help you:

  • Ensure that you have the three necessary documents in place to ensure your estate is distributed to your beneficiaries probate free
  • Maximize your estate and income tax planning opportunities
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

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