Position Your Retirement For Success

Retirement planning strategies — simplified

Your Partner To Reduce Taxes, Optimize Investments & Maximize Income

We provide tax-efficient retirement planning and investment management strategies for a select group of clients who share common traits:

  • Hard work
  • Diligent savings
  • A desire to maximize their financial future

The individuals and families we serve value objective financial advice as they plan for and live their retirements or aspire to work-optional lifestyles. We have developed and REFINED a financial planning process that comprehensively addresses the relevant pieces of their retirement puzzles. We call it the Refined Retirement Review.

Financial
Planning Approach

refined retirement review

Refined
Retirement Review

Meet
The Team

News & Investment Updates From Refined Retirement

'6-7' on a grey background

News

Market Predictions Make as Much Sense as ‘6-7’

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2025 wrapped

Investment Update

2025 Wrapped From Refined Retirement

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Confusing optical illusion circles

News

Welcome to La-La Land: This Market Feels Familiar (And Dangerous?)

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Investment Update

When Sentiment is Screaming, Discipline is a Differentiator

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Bored man

Investment Update

Don’t Get Your Popcorn There’s Little Drama in this Data

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