You Made It to Retirement –Now What?
Are you supposed to just start spending? From where? How much?
You don’t need to guess or pray. We can create a plan for you.
It’s all we do.
Because how you take money out…
matters just as much as how you saved it in the first place.
► Understand retirement spending
► Optimize lifetime taxes
► Feel more confident
Who knew spending your own money could be so stressful?
You are:
Afraid of running out of money
Asking yourself, "Do I have enough?"
Worried about market downturns
Unsure which account to pull from first
About to take Social Security and wondering if it's the right move
The whole thing is daunting.
What if spending in retirement came with a plan and ZERO panic?
You want to:
Feel confident in the decisions you’re making
Know exactly how much you can safely spend each year
Have a spending plan that balances enjoyment today with long-term security
Have a flexible strategy that lets you ride out downturns without worrying or over-analyzing
Be smart about Social Security
Retirement is supposed to be FUN!
You want to feel confident you’re money’s going to last.
Helping retirees understand and optimize their tax situation is what we do.
There are 3 primary ways we work with clients:
-
Consulting Call $495
Get clear, professional answers to your biggest retirement income questions—no spreadsheets, no overwhelm.
This one-hour call is a low-risk, high-value way to get expert guidance and clarity without committing to a full retirement plan.
-
Drawdown Plan $3000
Get a personalized 3-year drawdown plan that shows exactly which accounts to pull from and when—plus a Roth conversion strategy designed to save you taxes over your lifetime.
Clarity, confidence, and smart retirement income guidance tailored to you.
-
10-Year Ladder $10,000
The 10-Year Ladder is a personalized, long-term drawdown strategy designed to guide your retirement income for the next decade. It includes comprehensive analysis and tailored recommendations, with built-in updates every three years to keep your plan current. Fully customized to your goals.
Contact me for availability.
Remember how you take money out…
matters just as much as
how you saved it in the first place.
How It Works
1
Explore the Free Resources
Get familiar with retirement drawdown concepts using our free articles, infographics, and guides. No pressure—just clear, useful education to help you feel more confident and informed.
2
Book a Strategy Call When You're Ready
Feeling stuck or overwhelmed? Schedule a one-hour session to get real clarity on your situation. It’s a low-risk way to get expert answers before diving deeper.
3
Upgrade to a Full Plan
When you're ready for a personalized, tax-efficient withdrawal strategy, we’ll map out your next three years—so you know exactly what to pull, when, and why.