Who should reserve a consultation?

Over the past several years, we've helped hundreds of individuals with unique issues. Through that experience, we've found that most of our consultations have expressed one (or more) of the following objectives.

1. You want to make sure your money is going to last throughout your retirement

2. You want to make sure your Social Security filing decision is coordinated with your other assets and income

3. You want to know if a Roth conversion would work for you (and how much to convert)

4. You need a better estimate of a year-by-year retirement income plan

5. You want to make sure that your retirement income strategy won't cost you unnecessary taxes

6. You want to make sure you understand the right sequence to access your retirement accounts

7. You're worried that what you don't know may hurt you

8. You've heard lots of conflicting information and want to find out the real answer

9. You recognize that this is your retirement and no one will feel the pain of mistakes like you will

10. You have $750,000 or more saved for retirement
11. You understand that spending $2,000 for a comprehensive retirement income plan is an investment 

Let's make sense of your retirement and build a plan for "no matter what."