Retirement & Tax Planning for People 50+
Helping you identify blind spots and find opportunities.
Based in San Diego, I provide wealth management to help you manage your income, taxes, and investments throughout retirement.
Start with a free intro call
Who I help
I work with individuals and couples 50+ who are in or near retirement with $500k to $5m saved.
Together, we’ll uncover blind spots, find planning opportunities, and focus on what matters most.
Steady Retirement Income
Know exactly what’s coming in each month throughout retirement.
Tax planning & preparation
Get your taxes handled while making sure you’re not paying more than you need to.
Straightforward Investments
Always know what you own and why you own it.
Do These Questions 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.
- Will my savings actually last through retirement?
- Should I invest differently in retirement?
- Am I paying too much in taxes?
getting started
Free Insights
Not ready to talk yet? No problem. Follow me on social media where I share retirement and tax tips.
90-Day Plan
Want to know where you stand? We’ll review your finances and I’ll show you exactly where your blind spots are. No ongoing commitment required.
Ongoing Partnership
Want help for the long-term? I’ll manage your income, taxes, and investments so you can focus on enjoying retirement.
Want to chat?
Schedule some time and let’s talk through what’s on your mind.
Still have questions? Check out my FAQ here.
Curious about who I am? Learn more here.