About Us

We specialize in helping pre-retirees between 50 and 65 transition into retirement.  But that really doesn’t describe the hands-on approach we take with our clients.

We build roadmaps to retirement.  We identify the best route, point out the roadblocks and set a course to navigate around them.

Our roadmaps cover the obvious – a successful retirement.  But they also weave in income taxes, estate planning, portfolio analysis and construction and protecting your finances against a future nursing home stay.

Along the way, we have a network of other professionals such as CPAs and attorneys that help in specialized areas as needed.