If you’re 5–7 years from retirement, now’s the moment to shift from growing your savings to protecting them — making your money last, and having a plan for your family to care for you when the time comes.
The years right before retirement are when the biggest decisions get made — and the ones most people don’t realize they’re making. A little coordination now protects everything you’ve saved.
Every situation is different. These are the people we help most.
Not products — a plan. Four moving parts, working together so nothing falls through the cracks.
Turn savings into a predictable paycheck that covers your essentials first — so the market’s ups and downs don’t dictate your lifestyle.
Sequence withdrawals and structure income to keep more of what you’ve earned, year after year.
Plan for the cost most retirees underestimate — before it becomes the thing that derails everything else.
Protect the plan from sequence-of-returns risk, inflation, and the surprises that show up after you stop working.
It’s about specialization. Think of your advisor like your primary care doctor — essential to living well. A retirement strategist is more like a specialty physician.
The same goes for retirement planning: your advisor is focused on helping you save for retirement. I’m focused on retirement strategy — protecting your nest egg and shielding you from retirement income risk, so you can feel truly confident about retiring.
I’m not here to replace your advisor — I had one too, and she did a great job helping me reach my savings goals. I’m here for the next part: the shift from saving your money to living on it. That’s its own phase, with its own risks — and that’s my specialty.
That’s exactly who we work well alongside. Your advisor helped you accumulate — grow the portfolio, pick investments, manage risk along the way. Our role picks up where that leaves off: designing a retirement income strategy that will actually last, and protecting you from the risks that show up once you stop working, like sequence-of-returns risk, tax bracket creep, and rising healthcare costs.
No pitch and no pressure — just a straight conversation about where you stand, what’s on your mind, and whether there’s a fit. About 15 minutes. You’ll leave with a clearer picture either way.
No pitch. No pressure. Just a straight conversation about your numbers and an honest answer on whether your plan is ready.