Testimonials

We arrived with six accounts at four institutions and no idea what we actually owned. The consolidated statement of net worth was the first time we had seen the whole picture on one page.

Selling the business was the most complex year of our financial lives. Every recommendation arrived in writing, with the reasoning attached, and our CPA was in the room for the decisions that mattered.

A previous adviser had put us in products that paid him and cost us. The fee-only structure here meant I finally understood exactly what I was paying and what I was getting for it.

The withdrawal sequencing work alone changed our projected tax bill across retirement. It is the kind of planning nobody had ever offered to do for us before.