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About Us

Your confidence in retirement is what we want.

Your confidence in retirement is what we want.

People get overwhelmed with the decisions and determinations that must be made leading up to retirement (5 years or so before) and in the early years (those first 5 years or so) of retirement. It’s exhausting. We take the ‘tired’ out of retirement.

30 Years of Experience Working with:

  • Small business owners, helping them increase profits, build value and minimize taxes. Then when it was time, helped them understand how to value their business and extract that value for their next phase of life.
  • Other professionals (doctors, lawyers, dentists, etc.), helping them employ various tax strategies to minimize taxes and help them prepare for their working-optional-or-not-at-all stage of life.
  • Managers and executives to minimize their taxes and when it was time, help them plan their exit strategies and chart out their next chapters.

Women in Transition

In addition to those mentioned above, we have found we work really well with ‘women in transition’, that is women that have gone through a divorce or became widowed.

Ethics

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA) and Accredited Investment Fiduciary (AIF), I adhere to a variety of ethical practices and standards that emphasize putting the client’s interests first.

Multigenerational Firm

As a ‘Father-and-Son’ team, we bring a multi-generational perspective and approach to our planning.

Finances

Winning in the financial world is seldom from home runs. Instead, it’s the result of a series of singles, doubles, and the occasional triple that comes from applying the fundamental principles of planning and invest on a consistent basis over time.

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