Federal Tax Publications

At or Near Retirement

Retire with confidence:
Find out if you’re on track to meet your retirement goals and figure out when you can stop working. We will take a deep-dive into all of your accounts to get a holistic picture of your resources and spending habits. Evaluate your 401(k)s, IRAs, pensions, Social Security, benefits, and investments in one place, and see if there is anything you are missing. Come away with an actionable plan, so that you can stop worrying and start living.

Invest in yourself and plan for your grand adventures:
You’ve spent most of your life taking care of others. Now is the time to take care of yourself. Whether it’s racing cars, traveling the world, or finishing your novel, sometimes the greatest value comes from investing in yourself. We will help you figure out how you can pursue your passions while maintaining financial security. Our comprehensive approach provides actionable advice to make your dreams a reality, while staying on budget.

Leave a lasting legacy to your next generation:
Your wealth is more than your money. It holds the story of your life’s work. We work with you to put all of the arrangements in place to transfer your holdings to your beneficiaries according to your wishes, in the most tax-efficient way.

Conversations around inheritance are never easy, but we can help your family work through those discussions, so that expectations are clear.

Mid Life

Navigate your path to financial independence:
Explore the life you want to live, and get on track to meet it. We’ll help you understand the tradeoffs of your life choices. For example, doing that large house renovation may impact your plans to retire early. By taking a comprehensive look at your entire financial picture, we can advise you on making the best choices that cover your needs today without compromising the future. Learn how much you should be saving, get the right accounts, and find the investment strategy that works for your family’s risk tolerance. We’re here to help you secure your future.

Pay for your child’s dream school:
When your child gets into their first choice college, imagine how you will feel when you are able to say "yes". You’ve dreamt of that day longer than they have. While the path to college isn’t easy, the path to paying for it can be. We help you understand the all-in cost of college, the amount you can cover, and the various financial vehicles available to facilitate your investment. Based on your current situation and priorities, we will create a plan that works for you.

Take care of Mom and Dad:
You’re busy providing for your immediate family, but your parents may need care too. How can you give them the quality of life that they deserve, while not compromising on your current financial obligations? We work this into your plan so that it’s taken care of long before it becomes a crisis. Our elder care experts leave no asset or benefit forgotten about, in order to maximize your parents’ resources and create a sustainable path forward.

Crush your student debt:
Get the weight of student debt off of your shoulders. We’ll work with you to create a plan to pay it off as quickly as possible, while also taking your current financial situation into account. We audit your current loans and their terms, and bring all options onto the table. Get the guidance you need, so that you can stop worrying and start living.

Protect your family’s future:
Life is full of the unexpected. In good times, your family prospers and everyone celebrates. But, what happens if there is an unforeseen tragedy? How will your family move on? We’re here to help you eliminate those downside risks and provide a clear path forward. We introduce you to every asset at our disposal, whether it’s a life insurance plan or a trust, to help your loved ones from disaster.

Professional Services Providers

Give your clients the financial assessment they need to move forward:
Your clients come to you to help them move forward with their lives. Your guidance gets them to a place where they can stop worrying and start living. We work with other professional service providers to give their clients the financial assessment they need in order to figure out the best solution for their situation.

For elders, we comb through accounts to find every asset and benefit at their disposal, and create the financial plans that give them and their adult children peace of mind. For young families, we assess their financial situation to help you make the right estate plans for their needs.

Facilitate hard conversations with a trusted partner at your side:
We understand that money is a very sensitive topic for people, and these difficult discussions must be handled tactfully. As a neutral third party that specializes in personal finance, we can help your clients get through these hard conversations and come out feeling more confident in their decisions.