facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Pre-Retirees

You have worked your whole life to build up enough money to take that next step towards retirement, but now what?

We understand that sometime taking that next step towards retirement is intimidating.We help define a clear vision of retirement and to help you implement strategies to work towards your goals so that you won't run out of your hard-earned money, so you can fully enjoy your life.

You built up your investments and savings through hard work and smart investing. You are now going to be in what is called the distribution phase of Financial Planning, where we make sure your money lasts as long as you want and we are as tax efficient as possible, so it is also maximized.



You built up your investments and savings through hard work and smart investing.

You are now going to be in the distribution phase of Financial Planning. This phase is where we implement tactics to work towards your financial goals  and your money is optimized through tax-efficient planning.

We help take the worries of money off your plate so that you can focus on enjoying the golden years that you have worked so hard to achieve.


Some of the services we can provide are:

  • Financial planning
  • Tax planning strategies
  • Legacy planning
  • Flexible meetings
  • Retirement healthcare planning
  • Estate planning
  • & much more!!


 Set up a 15 minute call now!!