If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.
We realize that one firm cannot be all things to all people without suffering from mediocrity across the board. That is why we specialize in just two areas (and still do not get enough sleep). Comprehensive retirement planning and wealth management.
Comprehensive retirement planning means we are independent, fee-based advisors that prepare and plan for the two distinct phases of retirement.
Read more about our strategy when it comes to constructing portfolios.