It’s perfect for…..


The retiree who is ready to live life on their terms. We’ll take the guess-work out of your investment management and ensure you know exactly where you stand. We’ll manage your portfolio according to an investment strategy that’s perfectly balanced to your risk tolerance, goals and safe withdrawal rate.

The Tax Thermometer includes:
  • A full tax analysis.
  • Real estate tax and exemption review.
  • Applicable analysis of state-residency consideration.
  • Review of prior three years of tax returns.
  • Marginal and effective tax rate analysis.
  • Discussion of retirement tax credits, exclusions, and incentives.
  • Integration of tax planning with your full financial plan.
  • Includes a free first-year tax preparation and post-tax analysis.
Schedule a Free Retirement Readiness Conversation