About Refined Retirement
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 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 inducstry best practices.