Plans are done in writing and reviewed annually.
Helping You Create Safe, Predictable,
and Tax-Efficient Retirement Incomes
We show clients how to take full advantage of laws that impact retirees to eliminate market risks, taxes, health concerns and guarantee against ever “running out of money”.
WHAT IT’S LIKE WORKING WITH US
COMPLIMENTARY MEETING
Because we need to know as much as possible about your family and goals, we always start with an untimed complimentary meeting. That results in a written proposal of ways we see to help establish a long-term retirement income plan that will last for generations.
WE DON’T DO “BILLABLE HOURS”
Your written proposal will include a one-time fee for the establishment of a plan that minimizes risks, fees and taxes but maximizes each flow including built-in protection from inflation and health concerns.
PLANS FOR YOUR WHOLE FAMILY
We can do a plan for adult children and retired parents of our clients as well. We can often use OPM (other people’s money) to fund plans that can eliminate taxes, age restrictions, RMDs and even eliminate the IRS and Franchise Tax Board. These are “private” plans used by America’s wealthiest families for over 100 years.
GET STARTED TODAY
We start with information gathering to determine if and how we can best serve your family. This can be more than one session and is 100% complimentary. That is followed by a very specific written proposal including any costs.
Join the waitlist for our Retirement Strategy book
Get and then put your learnings into action with a free 60-90 minute consultation to see what a real retirement plan should be.
