Are you Protected From 3 of Today’s Biggest Retirement Risks? Find out…

The New Holistic Approach

WHAT MAKES MY HOLISTIC RETIREMENT APPROACH UNIQUE? I BALANCE MARKET RISK, INCOME RISK & TAX RISK. Bringing Value To You.

I specialize in helping my clients…
  • Save hundreds of thousands of dollars in lifetime taxes
  • Increase the amount of income they can generate in retirement
  • Reduce the overall risk in their retirement approach

Macro Vs. Micro

I specialize in helping my clients…

  • Take a macro approach to reducing taxes in retirement
  • Much financial advice takes a micro approach, which aims to reduce your taxes in a single given year
  • At my practice, we’re most interested in reducing lifetime taxes through a macro approach, so the total amount of taxes you pay is as low as possible

Software & Analysis

I use proprietary models to…
  • Analyze the total potential taxes you may owe in retirement
  • Project the potential income of your current or adjusted retirement strategy may generate
  • Evaluate how to best position your retirement assets going forward