who we serve

Individuals & Business Owners

Retirement Planning for Individuals & Business Owners

Few things in life are more satisfying than carving out your own path and creating your own wealth, except when unnecessary tax burdens, unexpected costs, and avoidable fines threaten to undermine your legacy.

Understanding your unique financial situation, business structure, and long-term goals is necessary if you want to enjoy continued prosperity in retirement.

how we help

Confident Retirement, Designed for Educators

From pensions to health coverage, we’ll help you make smarter decisions and avoid costly retirement missteps. We’ll show you how you can:

Minimize Taxes on Your Retirement Savings

Avoid unnecessary taxes and position yourself for potential tax-free retirement income.

Build a Retirement Plan That Reduces Risk

Implement risk management strategies designed to protect your wealth in turbulent times.

Plan Your Business Exit Strategy To Maximize Financial Gain

Avoid costly liabilities and get the most possible value for your business when you retire.

Choose The Best Retirement Plan For Your Business

Avoid mistakes when choosing between SEP IRAs, Solo 401(k)s, or Defined Benefit Plans.

Get The Most From Social Security

Avoid mistakes that could cost you hundreds of thousands in potential lifetime benefits.

Secure Long-Term Healthcare Coverage

Get the best value while protecting your retirement savings from unforeseen medical expenses.

Protect Your Estate & Financial Legacy

Develop a plan to ensure your loved ones keep the most and lose the least when you’re gone.

The Flexmethod®

When your finances don’t fit a standard mold, the Flexmethod helps turn what you’ve already built into lasting, tax-advantaged income, with more flexibility and less guesswork.

Outcomes Tailored To You

Making the most of your available benefits as an individual or business owner depends on your specific circumstances and goals. Book a no-obligation meeting with us today, so we can help you create the retirement plan that’s right for you.