Are you thinking about retirement, but have some questions...
"Do we have enough to retire?
"Can we reduce our taxes?"
"Are we investing wisely?"
We are different
At the core of our work is empowering individuals through education and knowledge.
We are fiduciaries
We are legally and ethically bound to act in your best interests.
Specialize in retirement
Our focus is retirement planning. We help you manage complexity and transition to retirement with ease.
Tax planning expertise
We advise on the most tax-efficient ways to save, invest, and withdraw funds to optimize retirement.
We are flat fee
Our pricing is simple and transparent.
We are credentialed
PhD, Economics
Master's in Financial Planning
CFP® Certified Financial Planner™
CRPC® Chartered Retirement Planning Counselor
We are independent
We're not affiliated with any banks, brokerages or insurance companies.
We meet virtually
We provide our services virtually thanks to our use of best-in-class systems and software
Member, Fee-Only Network. Links people who need financial planning services with financial advisors who are only paid by fees from their clients. These advisors do not get commissions or other incentives to sell financial products.
Member, the XY Planning Network. It is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients.
Member, National Association of Personal Financial Planners. America's leading community of independent financial planners committed to success through ethics and innovation.
Joe is a CFP®. A formal designation of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement savings.
Member, Financial Planning Association. A professional organization that promotes education and professional ethics helping potential clients locate qualified financial planners.
Member, Measure Twice Planners. A professional network focused on education and insights to provide more value to clients.
Disability Income
When Do You Need a Will?
