Flat-fee and hourly financial planning for people approaching or already in retirement.

Serving people who:

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Want financial advice with no strings attached

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Want to take action

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Are comfortable maintaining control of their hard-earned money

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Are genuinely nice people with whom we share a mutual respect

Making work optional

Retirement planning doesn’t mean you must retire. It means reaching a point where you don’t have to go to work each day to earn a living – a point where your time is truly your own. With the right planning and a trusted financial advocate by your side, we believe you can get there faster.

Financial Blind Spots

Learn more about our financial planning services for people preparing for or already navigating retirement