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.

All planning is covered by a single transparent flat fee with no percentage of your assets and no hidden charges. The practice is based in West Chester, PA, and serves clients nationwide. Not sure whether it is a fit? See who I work best with. If you are in Chester County, see how flat-fee retirement planning works for Chester County residents.

Pre-Retirees

For people 1 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 1 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.