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Your Retirement Deserves a StrategyTM

We integrate tax and wealth management to implement time-segmented financial strategies for consistent income during every phase of retirement.

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What We Do
A Proprietary Approach to Retirement Strategy

Whether they are starting to plan for retirement, nearing retirement age, or in retirement, our clients desire financial guidance and peace of mind. We leverage personalization and time-segmented investments to give them the opportunity for stability, growth, and income during retirement.

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Who We Serve

Pre Retirees

Pre Retirees

Gain clarity so you know how to achieve your financial goals for retirement.

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Retirees

Retirees

Get dedicated guidance to meet your financial goals and protect your family’s well-being.

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UPS Employees

UPS Employees

Prepare for retirement with an advisor who has first-hand experience as a UPS employee.

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What We Offer
Creating Tax-Efficient, Consistent Retirement Income

  • Retirement Strategy

  • Tax Strategy

Retirement Strategy

We personalize retirement strategies to reflect individual circumstances and allocate assets into time segments to achieve immediate income, future income, and long-term growth.

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  • Personalization & Time Segmentation
  • Documented Retirement Strategy
  • Transparent Fee-based Structure
  • Certified Financial Planner

Tax Strategy

Navigate the complexities of the tax code to minimize current and future tax liabilities, creating tax-efficient retirement income.

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  • Individual Preparation and Planning
  • Small Business Accounting
  • Income, Gift & Estate Returns
  • Certified Public Accountant

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process
Retiring with an Abundance of Confidence

1.
Asset-Map

Visualize the resources you have now and in the future for your retirement goals by completing a 10-minute online questionnaire.

2.
Consultation

Meet with us to review your Asset-Map, share your needs, wants, and goals, and learn about our proprietary approach to retirement strategy.

3.
Retirement Strategy

Explore your retirement strategy, a personalized and time-segmented roadmap for stable retirement income and long-term growth.

4.
Implementation

Count on us to implement and refine your retirement strategy, meeting at least annually to review progress and recommendations.

Financial Insights From Our Team

We want to help you make wise financial decisions. Tap into these resources to understand the options and considerations for retirement planning.

The Wild West of Data Theft

The Wild West of Data Theft

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The Sequence of Returns

The Sequence of Returns

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All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

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Let's Get Started

We are ready to connect when you are—whether you’ve experienced a change in employment, need to find a new financial advisor, or have questions about your current assets. Contact us, and we’ll reply within one business day.

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