How to claim “Retirement Paychecks” that keep up with your lifestyle without ever depleting your savings
FAQs
Can you work with clients remotely across the US?
- Yes. We currently work with clients across 20 states and provide the same level of service regardless of location.
How do you get paid?
- We are paid on an AUM (Assets Under Management) Basis where we charge a percentage fee on the investments being managed.
What types of clients do you typically work with?
- We typically work with individuals and couples who have $1M+ saved and are within 5 years of retirement or already retired. That’s where our process provides the most value—helping you transition from saving to spending with confidence.
How often will we meet?
- At a minimum, we meet at least twice per year for formal planning reviews. Some years may be much more frequent as life events happen and important decisions need to be made.
Is this a one-time plan or an ongoing relationship?
- This is an ongoing relationship. Retirement isn’t static—and your plan shouldn’t be either. We continuously monitor and adjust your strategy over time so it stays aligned with your goals.
Will I be able to reach you when I need help?
- Yes. Our clients highlight our responsiveness as one of our greatest strengths. You’ll receive a response to any question within 1 business day, and can schedule a meeting at any point during the year.
We’re a great fit if:
- You’ve built significant savings ($1M+) and are now focused on how to turn it into income
- You want clarity and confidence around what your retirement looks like
- You’re not just asking “Do I have enough?”—but “How do I use this the right way?”
- You value a personalized, high-touch approach with direct access and ongoing guidance
- You want a plan that’s designed to last through market downturns and tax changes
- You’re looking for a long-term relationship, not just a one-time plan
We’re probably not the right fit if:
- You’re primarily focused on beating the market or chasing higher returns
- You’re looking for one-time advice without ongoing management
- You’re early in your career and still focused on accumulating savings
- You prefer a fully DIY approach and don’t want active guidance
- You’re not open to having a fee billed through your investments
Our 4-Step Retirement Paycheck Process
Step 1: Define What Retirement Means to You
We guide you through defining what matters most, your lifestyle, priorities, and what your ideal retirement actually looks like.
So you’re not just retiring… you’re living the life you spent decades working toward.
Step 2: Turn Your Savings Into a Monthly Paycheck
We build your retirement paycheck by streamlining your investments, income, and taxes to all work together.
So you can spend confidently without having to second guess every big purchase.
Step 3: Build a Investment Plan That Supports Your Income
We manage and adjust your investments to support your income plan no matter what the market does.
So you don’t have to worry about volatility or make tough decisions during downturns.
Step 4: Minimize Taxes Over Time
We carefully decide where your income comes from each year and in what order, coordinating it with strategies designed to reduce taxes over time.
So you keep more of your money working for your retirement, instead of unnecessarily giving it to the IRS.