One Coordinated Plan for Your Retirement.

When can you retire, and how much can you spend?

• Retirement date and spending
• Income projections
• Which accounts to draw from, and when

One of the biggest decisions you'll make.

• Best claiming age for you and your spouse
• Spousal and survivor benefits
• Medicare timing (education only)

Bring scattered accounts together and manage them for retirement.

• Review of every account, including old 401(k)s
• Rollover analysis, including leaving money where it is
• Held in your name at Charles Schwab

Plan taxes on purpose around your retirement.

• Roth conversions
• Withdrawal order
• Planning for required minimum distributions (RMDs)
• Coordination with your CPA

Time your equity and deferred pay around your exit.

• RSU, ISO, and NQSO strategy
• Deferred compensation and pensions
• Reducing company stock risk

Take care of yourself and the people you love.

• Wills, trusts, and beneficiaries
• Healthcare directives
• Planning for aging parents

Protect your plan from a health event.

• Review of existing coverage
• Long-term care options
• We don't sell insurance