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Retirement is living life on your terms.

Helping to make your next chapter the best one, since 2003.

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What We Do
We Make Retirement Planning Easy

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

About Our Process
Our Process

Retirement Income Planning

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Our History

Do It For Me Wealth Planning

Our guidance is comprehensive in its creation and implementation. We strive to make people's lives easier by taking the hard work out of financial planning.

Our Values

Investment Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Our Resources

Goals Planning

Life can pull you in many directions, why is why our planning process includes touching base with you regularly. This ensures that the goals that you want to achieve in life remain front and center. Learn more about our process.

<sup>Our Ideal Client<br/></sup>We help those that:

Our Ideal Client
We help those that:

  • Our clients come to us with some common challenges faced in retirement. We tackle things like when to take Social Security, how to get a steady income from savings, and dealing with healthcare costs. We help our clients move confidently into retirement with a coordinated plan that's all about enjoying their lives without money worries.

  • Most of our clients are 50 or older, a time when many start thinking seriously about financial independence. They've saved enough to start considering life beyond the "9-to-5 grind". We help them sort through their big money decisions, and ensure they're on track for a comfortable and fulfilling next chapter. Whatever that may mean to them.

  • They tend to spend near or below their means, and are not overly burdened with personal debt.

    Our clients typically have retirement portfolios between $500,000 and $4,000,000, most often within the $1M to $2M range.

  • We leverage the latest technology to help create and communicate our advice. Our clients who benefit most from our work will be comfortable with email, online meetings (like Zoom), and accessing plan information through a secure web portal.

<sup>What is Retirement Theory?<br/></sup><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Retirement Theory is our philosophy that challenges traditional notions of retirement.</span><br/>

What is Retirement Theory?
Retirement Theory is our philosophy that challenges traditional notions of retirement.

We believe retirement isn't just about ending a career; it's a new chapter of financial independence and personal fulfillment. It’s where financial freedom meets personal aspirations.

Our Process
We strive for excellence as much as you do.

Step 1: Introductory Call

During this introductory call, we'll talk about your needs, wants, concerns -- whatever motivated you to reach out to us! We'll walk through our approach and how we may be able to help.

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Step 2: Discovery Meeting

We’ll talk about what you are most interested in accomplishing, and any immediate financial concerns you may have.

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Step 3: Draft Plan

In this step, we meet to craft a "draft" plan for your path forward. We’ll take you behind the scenes of your financial plan to see what could be. 

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Step 4: Review and Prioritize

At this point, we will provide you with an easy-to-follow summary that describes where you are now, what you’re looking to achieve, and an action checklist for how to get there.

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Step 5: Plan Evolution

Our greatest value to you is our continual support to help you navigate all of these changes.

Click link below to learn about our full process!

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Retirement Blog
Making informed decisions

Video: How to Create Tax Efficient Beneficiaries

Video: How to Create Tax Efficient Beneficiaries

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Video: Why You Need a Password Manager

Video: Why You Need a Password Manager

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Contact Us
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