Position Your Retirement for Success
Systematic Investing / Tax-Focused Retirement Planning
Reduce Your Taxes
Optimize Your Investments
Maximize Your Income
What We Do…
We provide tax-efficient retirement planning and investment management strategies for a select group of clients that share common traits: hard work, diligent saving, and a desire to maximize their retirements. The families we serve value objective financial advice as they focus on retirement and aspire to a work-optional lifestyle. We’ve developed and REFINED a process that addresses all relevant financial pieces of their retirement puzzle. We call it the Refined Retirement Review (RRR).
We proudly differentiate ourselves from typical financial advisors in several ways…
We focus all of our efforts (training, continuing education, resources, etc.) toward providing tax-efficient retirement planning and investment management.
We are 100% independent, and offer no proprietary products.
We focus on tax planning, incorporating it into all aspects of our services. We can also coordinate the tax preparation through an Enrolled Agent we work with.
We act as fiduciaries, required to act in your best interest. Our long-held Accredited Investment Fiduciary (AIF®), demonstrates our adherence to industry best practices.
Experience
With nearly 30 years of experience we’ll help you navigate all types of markets.
Comprehensive Focus
We’ll help you pull all your financial pieces together, applying intentional strategies.
Independent
You receive personal recommendations based on what you need, not in-house investments.
Questions that Lead Families to Refined Retirement
Where will my income come from in retirement?
Our bucket strategy will give you:
- Clarity as to where it is coming from
- Confidence that it will last
Where should I be saving for my final stretch before I retire?
You’ll get a clear savings strategy based on:
- How you’ve accumulated
- How it’s taxed
- What you’ll need in retirement
When should I take my Social Security?
You’ll get a strategy considering:
- How to maximize your own benefit
- How your spouse should claim
- How it complements your whole plan
Contact Us
3015 Wilmington Road, Suite A
New Castle, PA 16105
OR
9121 Anson Way, Suite 200
Raleigh, NC 27615
724-656-8030
800-985-3230