OUR SERVICES
Building a Better Future: Retirement Planning
We work with family-focused achievers who have built their wealth through hard work but still face uncertainty about the future. They want clarity, confidence, and the freedom to fully embrace retirement.
Our Process
Retirement should be about moving forward, not looking back in doubt.
That’s why our promise is simple: we provide a clear path ahead. We don’t just hand over financial plans; we build custom strategies that honor the hard work and sacrifices our clients have made. We take the time to understand what truly matters to them—whether it’s traveling, spending more time with family, giving back, or simply knowing they’ll never have to worry about money.
Our approach is rooted in transparency, proactive planning, and an unwavering commitment to their success. More than anything, we go beyond what we’re paid for, offering the extra guidance, insights, and reassurances that help our clients feel secure. Because at the end of the day, retirement isn’t about numbers—it’s about living with confidence, clarity, and the freedom to enjoy everything they’ve worked for.
Income
• Inflation
• Withdrawal Strategy
• Written Income Plan
Investments*
• Risk Analysis
•Fee Analysis
• Tailored Portfolio
Taxes*
• Roadmap to 100% tax-free income
• Suggested Annual ROTH conversions
Social Security
• Exact day and year to draw Social Security to get the most out of the system
Ready to Begin? Here’s How We’ll Guide You Forward
We know taking the first step can feel overwhelming. That’s why we’ve made our process simple, personal, and focused on helping you move forward with clarity and confidence.
Step 1 – Start with What Matters Most
In our first 45-minute conversation, we’ll get to know you—not just your finances. What does your ideal retirement look like? What goals are you excited about? What worries are still lingering? We’ll listen, ask thoughtful questions, and begin painting a picture of what’s possible.
Step 2 – Design Your Retirement Blueprint
Next, we’ll create a customized financial plan tailored to your unique goals. From income and investments to risk, taxes, and inflation—we’ll walk through each element step by step. You’ll leave with a clear, personalized blueprint built to move you confidently toward the future you envision.
Step 3 – Align Everything with Confidence
From there, we’ll finalize your one-page plan and review each piece together—your income strategy, investments, tax approach, and Social Security benefits—to ensure everything is aligned and ready for action. You’ll walk away knowing exactly what’s in place and how your plan moves forward.
Step 4 – Add Smart Tax Strategy
This is where we bring it all together. Our internal tax team will help identify ways to reduce tax exposure and keep more of what you’ve earned.
Because real confidence in retirement isn’t just about saving—it’s about making every piece work together, with nothing left uncertain.
*Investment Advisory Services are offered through Burgess Investment Group, LLC a registered investment adviser. Insurance products and services are offered and sold through Big Money Management, LLC.