We help Retirees with their looming tax time bomb; Required Minimum Distributions. If you are retired, or getting ready to retire, and wish you could keep more of your money we want to help you break through! Why send Uncle Sam a huge check every year if you don’t have to? Aren’t you tired of being forced to take money you don’t need, AND pay taxes on it? We. Can. Help. You. Over the last 10 years we have helped our clients keep more of what they make, save more money for those rainy days, and give their families a sense of security to weather the ups and downs of retirement. We have found that the busier Retirees get and the more they enjoy their retirement, it becomes easier to lose track of taxes, of income, and of our complete financial picture. Our ideal clients are open minded and driven to make sure that they HAVE A PLAN in place, and it is as efficient as possible. A well-designed plan, and a strategy to MAINTAIN that plan every year saves our clients THOUSANDS over their lifetime. We are very proud of our ability to identify and focus on fixing key problems and help our clients optimize their financial wellbeing.