I work with a select group of professionals and business owners who aspire to reach a work optional lifestyle. With over 20 years of experience, I have the knowledge and professionalism to serve your needs. Becoming work optional takes planning. We put the same amount of thought into your retirement that you put into your career. A key differentiator is tax planning. 85% of high net worth clients have said they want tax planning services from their advisor, but most advisors cannot offer them. In fact, with Fidelity, Vanguard, Merrill, Ed Jones - the advisor is prohibited to offer any tax observations / advice. Luckily, we have the resources to not only review your current tax docs, but have scenario analysis to answer questions like: - What is my tax rate? Is that good? Bad? How far away am I from the next tax bracket? - Am I a good candidate for a ROTH conversion? How much can I convert before it impacts my tax bracket? - How will my withdrawals impact Medicare / Social Security benefits?