Who I help

I work with people near, and in, retirement.

The decisions that shape your retirement are made in a narrow window: the few years before you stop working, and the years just after. That's where I focus, and where good planning changes the most.

Pre-Retirees

For people 2 to 5 years from retirement who want certainty, not a best guess, about whether they can stop working.

See how I help

Retirees

For people already in retirement who want their money managed for income, taxes, and peace of mind, not guesswork.

See how I help

A quick gut-check

Is working together a fit?

I’m probably a great fit if you:

  • Are 2 to 5 years from retirement, or already retired
  • Want a single, transparent flat fee instead of a percentage of your assets
  • Value a long-term relationship over one-off advice
  • Want a fiduciary who coordinates with your CPA and estate attorney

I’m probably not the fit if you:

  • Are still purely in accumulation mode and want hot stock tips
  • Want commission-based products
  • Are looking for a one-time plan or hourly advice
Schedule Your Strategy Session

Free intro call.