Retirement

Don’t leave your retirement to chance. Imagine a retirement where you can confidently enjoy the lifestyle you’ve worked so hard to create, without worrying about running out of income. 

Together, we’ll:

• Design a personalized, tax smart income strategy that aligns with your goals.

• Track your progress and make adjustments as life evolves.

Navigating Divorce

We will help you establish financial stability in the wake of your divorce by providing valuable information on financial issues related to  dividing retirement plans, tax consequences, and more. We work alongside your divorce team and help you make sense of various proposals. After your divorce is finalized, we will continue to guide you through comprehensive wealth management with advanced financial planning, giving you peace of mind as you transition into your new life. 

loss of a loved one

Receiving an inheritance can be life-changing, but it can also bring unexpected emotional and financial challenges. 

We help simplify complex financials and provide guidance on:

• Smart income planning and tax strategies

• Maximizing the potential of inherited assets

• Aligning your financial plan with your personal values

We collaborate closely with estate attorneys and CPAs to ensure your wealth is protected, optimized, and fully aligned with what matters most to you.

Career shifts

Navigating a job loss can be extremely challenging. Whether it’s making your way to your next employment opportunity, electing new benefits, or making sure that your investments are working hard for you as you change retirement plans, we can help.