If you’re nearing retirement and want to build a plan that lasts—covering income, investments, and taxes—we’re here to help.
Let’s make sure you’re in the right place.
Who We’re a Good Fit For
We work best with individuals and couples who:
- Are within 5 years of retirement or have recently retired
- Value proactive, year-round planning
- Want investments, income strategy, and taxes managed in one coordinated plan
- Are ready to make decisions and implement changes
Who We’re Not a Fit For
We’re not the right partner if you’re:
- More than 5 years away from retirement
- Only want a one-time review or second opinion with no follow-up
- Prefer to manage investments and tax strategies entirely on their own
- Are not ready to make changes when opportunities arise
What We Do Best
Our singular focus is to help you transition smoothly into retirement and thrive once you’re there. Here’s how we’ll help:
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Determine if you’re truly ready to retire
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Identify the best ways to turn savings into steady, reliable income
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Create a monthly retirement paycheck that reflects your lifestyle, values, and comfort with risk
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Align your paycheck, portfolio, and tax strategy
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Safeguard your assets and your peace of mind—so you can focus on what matters most
How we integrate everything
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Income Planning – structure a reliable retirement paycheck for your life
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Investment Management – align your investments to fuel that income
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Tax Planning – keep more of what you work for with smart tax decisions
Your First Step is Simple—And Free
Even with a clear first step, it’s normal to feel unsure about what comes next. Retirement comes with two big questions: Am I ready? And if so, how do I pay myself each month in a way that feels right?
We’re here to help you find those answers—and create a plan that works for your life.
First, use our Retirement Spending Snapshot to see if you’re financially ready. It gives you a clear, personalized number for what you can safely spend each month—without running out too soon.
Then, if you’re ready, take the RISA® Assessment. It reveals the retirement income strategy that’s best able to structure your monthly paycheck around that number in a way that fits your preferences—whether you value flexibility, security, or a blend of both.
Both of these resources are completely free and take about 30 minutes combined to complete.
Finally, round out your journey with our book, How to Generate Retirement Income. While it’s not free, you can preview the first chapter to see how it brings your income, investments, and taxes together into one clear plan. It’s a complete guide to turning your savings into a steady paycheck, keeping your spending power strong, and making tax-smart decisions — so your retirement runs smoothly from day one.
Do yourself—and your retirement—a favor: Start with the Spending Snapshot. Then take the RISA. And if you want to go deeper, read the guide.
Your Retirement Income Journey in 3 Steps
Spending Snapshot
See how much you can safely spend
RISA® Assessment
Discover your ideal income style
Guide
Build your paycheck strategy — with smart investing and tax planning.
A Clear, Confident Retirement Paycheck Plan
Are You Really Ready to Retire? Let’s Find Out.
Discover what you can safely spend each month—based on your actual savings, income, and goals.
Our free Retirement Spending Snapshot gives you a clear, personalized view of how much you can safely spend each month in retirement. It’s a powerful first step in understanding how prepared you really are.
You Know You’re Ready—Now Let’s Design Your Retirement Paycheck.
Once you know how much you can safely spend, the next step is to decide how you want to pay yourself in retirement.
The RISA® Assessment helps you do just that. It reveals your retirement income style—whether you value flexibility, security, or a blend of both—so you can build a paycheck strategy that aligns with your lifestyle and values.
The Final Step of Your Retirement Journey
Now that you know your spending number and income style, it’s time to connect the dots—aligning your income, investments, and tax strategies into one cohesive plan.
Explore a sneak peek of our book to see how to build a comprehensive retirement income plan that works seamlessly: maximizing income, managing risk, investing with purpose, and planning taxes to help your money last a lifetime.
You’re in the Right Place for Retirement Distribution — Backed by Smart Investing and Tax Planning
Still Have Questions? Let’s Talk.
We’re always here to help you make sense of your options—and show you how to live your best retirement.
Start My Retirement Plan