Give your retirement wings

Every flight starts with a take-off and every retirement plan starts with income. A plane can have multiple propellers to help create thrust, just as your retirement income can come from multiple sources like Social Security, pensions, and investments. This income gets you off the ground and into the friendly skies of retirement.

After take-off, a pilot can enter into a climb that is too aggressive and risk crashing the plane. Investments in retirement may operate in much the same way. Every investment has risks, and while we can never eliminate risk, we try to avoid climbing too aggressively in this stage of flight.

Think of your tax bracket as the cruising altitude. We've turned off the "fasten your seat belt" sign and you are free to roam about the cabin as we navigate the ever-changing tax landscape.

Just as pilots prepare for potential turbulence during the descent, we must anticipate and plan for the inevitable challenges that come with aging. Aging might be inevitable, but it doesn't mean that we must accept a subpar health care plan.

In aviation, over half of all accidents happen on the final approach and landing. Similarly, if not structured properly, you can lose half of your hard-earned wealth to things like inheritance taxes and probate. Our mission is to help you land the plane at your desired location and end the flight on a high note, to help ensure that your final wishes are clearly documented and your legacy is preserved.