Do you help with estate planning?
We don't draft estate planning documents ourselves, but we work closely with a vetted estate planning attorney and can coordinate that piece of your plan alongside your financial strategy.
Do you help with detailed tax, RMD, and Roth conversion calculations?
Yes, we build RMD timing and Roth conversion strategy directly into your financial plan. For complex tax preparation or filing, we refer clients to a qualified CPA firm.
Do you help with Medicare?
Medicare decisions are a big part of retiring at or before 65. We refer clients to a vetted Medicare specialist to navigate enrollment and coverage options, and we factor that cost into your retirement income plan.
