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Pile Of Sticks

Retirees and Near Retirees

Clean up old accounts, reduce fees, and build a tax smart withdrawal plan you can rely on.

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Typical fit: 250k+ investable assets, complex income, or multiple accounts to simplify.

What we help with

Consolidation and fee cleanup

RMD planning and bracket management

Retirement income plan

Social Security claiming framework

Withdrawal sequencing and tax strategy

Risk and insurance coordination

Explore how we work →

Common starting points

  • 250k to 500k sitting in high fee outdated accounts

  • Too much cash from uncertainty

  • No withdrawal plan, just ad hoc pulls

  • RMDs pushing taxes higher than expected

  • Medicare surcharge surprises

  • Old annuities or legacy products with confusion

  • Spouse continuity concerns

  • Estate plan and beneficiaries not updated

Retirement income map

Tangible outputs that drive better decisions

RMD and tax plan

Effective timing and bracket management that minimizes surprises.

Where we usually start

Withdrawal sequencing rules

Sequencing and tax smart guardrails

Stewardshsip cadence

A review rhythm tried to triggers, not noise.

Consolidation checklist

What to move and why.

Ready for a private intro?

short conversation to see if we’re a fit and outline the first set of priorities.
Schedule a private introduction
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