We specialize in retirement and tax planning, and we’re a great fit for people who:
Age 45 and Up
Are in their peak earning years, nearing retirement, or already enjoying it.
$500k+ in Investments
Have built a solid nest egg—typically with $500,000 or more in investable assets, not including real estate.
Trusted Guidance
You want a seasoned professional helping you avoid mistakes and make the most of your retirement.
Get Your Free Retirement Assessment:
Our 3-step process guides you through improving your retirement success and lowering your tax bill
Step #1: Schedule Your 30-Minute Call
A 30-minute call gives us both the opportunity to see if your needs align with what we do best.
After all, you wouldn’t go to a cardiologist for foot surgery. Let’s make sure we’re the right fit.
Step #2: Team Meeting
Like a good surgeon, we believe in diagnosing before prescribing.
In our next meeting (about an hour, either in-person or virtual), we’ll dig into your retirement goals and concerns so we know exactly what you need—and whether we’re the right team to help.
Step #3: Review Assessment
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Step 1: Schedule Your 30-Minute Personalized Call:
Please note: Our calendar may show limited availability—that’s intentional. We cap the number of introductory calls each week to ensure we’re fully focused on serving our existing clients and giving our full attention to those exploring a relationship with us.
If you don’t see a time that works for you, feel free to call our office at (402) 691-0200. We’ll do our best to find a time that fits your schedule.
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