Why Use Our Firm

As you approach retirement, you move out of the accumulation phase of your life. We build plans that address and coordinate all your needs in retirement, including tax planning, insurance, family legacy planning, and much more.

Given the many facets of your plan, we may need the assistance of other professionals to carry it out. To ensure that you receive the best service, we have hand-picked trusted professionals, including:

  • CPAs
  • Bookkeepers
  • Estate planning attorneys
  • Elder care attorneys
  • Insurance experts

We will also work with professionals you may already have in your life. Either way, we can work closely with these experts to make sure that everyone is on the same page and focused on what’s right for you.