Retirement is the culmination of your life's work...

Make it a work of art.

Traditional Retirement

Step away from work completely and embrace a life of leisure. Enjoy the freedom to focus on personal passions, family, and relaxation after years of hard work.

Phased Transition

Ease into retirement gradually by reducing your workload over time. This flexible approach allows you to balance work and personal pursuits while transitioning into your next chapter.

Encore Career

Pursue a new passion or career that fulfills you, allowing you to continue contributing meaningfully while shaping your retirement around your interests.

A Singularly Unique Approach

We understand that retirement is not one-size-fits-all. And whether you’re planning to fully retire, ease into it, or embark on a new adventure, our Pre-tirement Planning Approach ensures you transition smoothly and purposefully. Let us help you design a future that aligns with your goals and passions, every step of the way.

Lower Your Taxes

Reduce Your Stress

Make Work Optional

A Singularly Unique Approach

We’ve been helping self-employed professionals turn Debt & Taxes into Savings & Investment™ since 1990. Using this unique approach, many of our clients are reinventing their financial reality. You can too. 

  • Sole Proprietors
  • Single Member LLCs​
  • S-Corp Filers

Pre’tire’ment

/prƏti(Ə))rmƏnt/

noun

1. The time of transition from “working too much” to “making work optional.”