Self-employed? Pay too much tax? We can help.

Self-Employed

Nearing Retirement

Already Retired

Who We Serve

While many of our clients are already retired, our Pre-tirement planning services are specifically designed for self-employed professionals. If you’re a sole proprietor, have a single member LLC, or file as an S-corp (and are looking to make work optional), we can help.

  • Lower Your Taxes
  • Reduce Your Stress
  • Make Work Optional

Pre’tire’ment

/prƏti(Ə))rmƏnt/

noun

  1. The time of transition from working too much to working just right.
  2. A singularly unique opportunity for self-employed professionals.

Age

55

Age

59 1/2

Age

62

Age

65

Age

66

Age

67

Age

70

Age

70 1/2

Age

73

Age

75

Retirement Red Zone

Also known as “The Fragile Decade”, one of the more serious threats to
retirement security known as Sequence of Return Risk occurs during this time.

Get your FREE Pre-tirement planning guide

What Is Pre-tirement planning?

A unique process specifally designed to navigate one’s retirement transition

/prƏti(Ə))rmƏnt/

noun

  1. The time of transition from working too much to working just right.
  2. A singularly unique opportunity for self-employed professionals.

Age

55

Age

59 1/2

Age

62

Age

65

Age

66

Age

67

Age

70

Age

70 1/2

Age

73

Age

75

Retirement Red Zone

Also known as “The Fragile Decade”, one of the more serious threats to
retirement security known as Sequence of Return Risk occurs during this time.

Pre’tire’ment

/prƏti(Ə))rmƏnt/

noun

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