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Pre-Retirees & Retirees

“A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.”

– Brian Tracy

Perhaps you’ve been a lifelong saver, living well below your means or maybe you still have some catching up to do. We can help you figure out the next chapter, whether that’s relaxing on the beach or starting the consulting business you’ve thought about over the years. We’ll collaborate together on a plan and investment portfolio that give you confidence in facing the challenges of a “modern” retirement such as longevity, healthcare costs, lifetime income stream, and maintaining a purposeful life post-employment. And beyond taking care of yourself, we’ll help you thoughtfully consider and plan for other goals around kids, grandkids, and charitable causes, all informed by smart tax strategies.

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Case Study

The Millionaire Next Door

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