As you will often hear me say in our workshops and webinars that taxes will be the single largest expense in retirement so it’s important that by working closely with you throughout the year, that we create a map to assist you to ensure that you have plan that will meet your retirement goals. 

We have successfully worked with many clients where to their astonishment in our strategic planning, have saved them tens of thousands of dollars in taxes that adds to their infamous retirement nest egg. Life is changing and the new normal is quite different. And it’s our job to make sure your lifestyle financial plan keeps up with those changes.

You might be like many of our clients who have put off retirement and have started new online businesses—perhaps an exciting venture—and some, are active in stock trading. Whatever the plan, we are there to guide you along the way and to always being on top of any tax implication of these events.

Retirement is very personal.

We all have a vision of what that looks like, and yes, we’d love to hear it and see how we might make it a reality. I’m a baby boomer myself, so I have all the same concerns you have but together, we’ll make the journey to retirement more rewarding.