For corporate employees
You’ve done the saving. Now let’s make it work together.
A 401(k), a benefits package, maybe an old plan from a previous employer. We bring the pieces together into one plan with a retirement date on it.
Explore
What usually starts the conversation.
- Not being sure you’re using the right accounts, or using them in the right order.
- Benefits enrollment that happens every year without anyone checking it against the bigger picture.
- A spouse’s career change, a side business, or a layoff that shifts the timeline.
- Saving for college and retirement at the same time, and feeling like one of them is losing.
- Wanting a straight answer on when you can retire.
How the five pillars apply to you.
Cash flow and retirement
A year-by-year look at your income, your contributions, and the retirement date you’re aiming for, including when to claim Social Security.
Investments
Your 401(k) and outside accounts treated as one portfolio, with each investment placed where it makes the most sense for taxes.
Tax Strategies
Pre-tax versus Roth decisions, catch-up contributions, and a multi-year view of what you’ll owe.
Estate and legacy
Beneficiary designations on every account, lined up with your will and trust.
Risk and insurance
Your employer life and disability coverage, reviewed against what your household would need.
What happens after you book.
A short intake, a Discovery Meeting, and then a findings meeting where you’ll see your plan on screen before you commit to anything.
Frequently asked questions
It depends on the plan, its investment options and fees, and your tax picture. We look at all of it before recommending anything. Rolling it over is sometimes the right move and sometimes not, and we’ll show you the comparison either way.
Yes. That choice depends on your tax bracket today, where it’s likely to be in retirement, and how the rest of your savings is split. It’s one of the first things we model with you.
Let’s move forward together.
You’ve worked hard to build what you have. Start with a Discovery Meeting, at no cost and with no obligation. We’ll talk about where you are and where you want to go, and you’ll leave knowing exactly what working together would look like.
