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

Three white eggs alongside three brown eggs

Investment Update

Downturns May Look Similar, But Context Tells Us When To Act Different

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Car dashboard with cell phone GPS navigation

News

Trend Following Is the GPS of Investing

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Scrabble tiles: decide, commit, repeat

Investment Update

A Disciplined Strategy Helps Avoid Self-Inflicted Wounds

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Brick wall with one half painted white

Investment Update

2024 Was A Tale Of Two Halves

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Question mark painted on paved road

Investment Update

Bearish. Bullish. But Also Indifferent.

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