Retirees hire us when they're
done guessing about retirement.
We help affluent retirees in Washington and Oregon make smarter financial decisions throughout retirement with ongoing planning, tax strategy, and investment management.
You’re 60 - 75, and retired or retiring soon.
You have $1 million (or more) in retirement savings.
But, you have questions..
"How do I turn my nest egg into a paycheck?"
"How can I reduce my taxes in retirement?"
"Should I be invested differently now that I’m retired or retiring?"
I help you coordinate and organize all your financial pieces into a Clear Retirement Roadmap™:
Investment Portfolio
Tax Strategy
Social Security Timing
Estate Planning
Charitable Giving
Retirement Withdrawal Strategy
Coordinating advice between your accountant, estate attorney, and insurance broker.
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Visit me:
Note: Office hours are by appointment only. Please call prior to visiting.
Thank you!
1220 Main St, Suite 400
Vancouver, WA 98660
Vancouver Office:
2005 SE 192nd Ave, Suite 200
Camas, WA 98607
Camas Office:
Hours
Monday–Friday
8am–5pm
Phone
(503) 334-8796