Thinking About Retirement, but Wondering If You’re Prepared?

Whether you’re nearing retirement or already there —

I offer retirement-focused financial planning to help you build steady income, stay ahead of taxes, and simplify your investments. All with ongoing guidance and a long-term partnership.

How I help

A Plan for Steady Income

Together we’ll design a personalized withdrawal strategy that turns your savings into reliable income, so you know what’s coming in.

Tax Strategy + Prep, Year-Round

From proactive planning to preparing your returns, I’ll help you stay organized, avoid surprises, and take advantage of every opportunity.

I’ll manage your portfolio so you know exactly what you own, and why, so you can focus on life, not your investments.

A Straightforward Investment Strategy

Learn more about what working together looks like here.

Sound familiar?

*How much do I really need to retire comfortably?*

*I’ve done well financially, but I’m worried I may make a mistake.*

*Am I paying too much in taxes?*

*Should I invest differently in retirement?*

*What’s the smartest way to leave money to my loved ones?*

If any of these sound familiar, you’re not alone. I’ve helped a lot of people like you. Together, we’ll build a tailored plan that you can feel confident about.

What does working together look like?

I provide ongoing, long-term financial planning — especially for individuals and couples age 50+ with $1M or more saved.

Everything is designed to give you confidence, clarity, and control.

What I can help you with

  • Retirement planning

  • Tax planning & preparation

  • Investment management

  • Estate planning

  • Risk management

  • Planning around company stock

  • Planning for business owners

  • Learn more about working together here

Want to chat? Take a moment to complete this quick questionnaire and I’ll get in touch with you.

Who will you be working with?

Wondering if I’m the right partner for you?

Learn a bit more about me and JRO Wealth.

Think we’re a good fit?

Start here

Let’s talk through what’s on your mind. Take a minute to complete this questionnaire.

Still thinking about it?

Feel free to check out my FAQ in the meantime.