Service
Retirement planning
We turn savings into income that lasts, with a withdrawal order, a Social Security strategy and a plan for health costs before Medicare.
Who it is for
People within ten years of retirement
What is included
Everything in the engagement,
written down.
01
Retirement date and income analysis
02
Withdrawal order by account
03
Social Security claiming strategy
04
Medicare and health cost planning
05
Pension and annuity review
Is this for you?
A paycheck for life: when to retire, how to draw income and when to claim Social Security.
Meetings
Twice a year
Languages
English, Spanish
Fee
See pricing
Book a consultation
How we work
From first call
to a written plan.
Weeks 1–2
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Weeks 3–5
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Weeks 6–8
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Every year
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Results
Decisions our clients made,
and what they changed.
All case studies
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
