Are you ready for retirement?
Our "One-Up to Retire" assessment will help determine the optimal age for living a successful retirement and identify ways to improve your finances.
HOW IT WORKS
Step 2 - One-Up to Retire Assessment
Once we have a clear understanding of your goals and objectives, and have collected all of the materials necessary to perform our assessment, we'll employ our knowledge and expertise to your financial situation to assess the probability of a successful retirement.
Step 3 - Review Assessment
Finally, we'll schedule a follow-up meeting in-person or via zoom to review the results of our assessment and provide actionable retirement recommendations.
OUR ASSESSMENT WILL:
Determine the likelihood of a successful retirement
Identify ways to improve your investments
Offer actionable strategies for reducing taxes
After the assessment is complete, you have the option to work with us and access our full suite of services. Our WealthBuilder package is an enhanced version of our One-Up to Retire assessment. The WealthManager service is designed to provide ongoing management and oversight of your investments, retirement plan, taxes and anything else needed to ensure a long and healthy retirement.
Should you decide to work with us, we'll credit the $500 towards your WealthBuilder or WealthManager fee.
Executives and Professionals
The majority of our clients have had successful business careers and are nearing or in retirement.
Our knowledge and expertise in tax and financial planning help our business owner clients seamlessly transition into retirement.
Diligent Savers & Delegators
Our clients have accumulated at least $250,000 in investments and prefer delegating financial management to a professional.
ARE WE A GOOD FIT?
Clients that benefit the most from our work include: