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Planting a Seed to…

Retire With Confidence

Spend More Time With Loved Ones in Retirement

Unlock An Exciting Next Chapter

Independent, fee-only financial planning for couples navigating the road to and through retirement.


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Who We Serve

We help successful families who've worked hard to build their wealth confidently navigate life's biggest financial transitions - from career peaks to retirement and beyond through our comprehensive financial planning and investment management services.

Pre-Retirees & Retirees

Work Optional

Healthcare

Making the Most of Your Benefits

High-Earning Professionals

Beyond the Paycheck

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Ready to Take Control of Your Financial Future?

As fee-only fiduciaries with over 30 years of experience, we're committed to acting in your best interest - always. No sales pressure, no hidden fees, no conflicts of interest.

Whether you're 5-10 years from retirement or already enjoying your next chapter, we're here to help you navigate this transition with confidence and peace of mind.