Broker Check

431 A Carlisle Drive, Herndon, VA 20170

(703) 481-6202

Your No-Cost Retirement Assessment

A 6-step process to help you evaluate our services and make an informed decision about working together.

 Tax Return Analysis  Investment Analysis  Retirement Paycheck

We're Retirement & Tax Planning Experts and Do Our Best Work With:

Aged 55+

Most of our clients are 55+ and in - or about to be in - retirement.

$2 Million+

Our clients tend to be aggressive savers, frugal, and live within their means. They typically have an investment nest egg over $2,000,000.

Expert Advice

Our clients are looking for a relationship with someone to help because retirement is too important.

Your No-Cost Retirement Assessment

A 6-step process to help you evaluate our services and make an informed decision about working together.


Step #1 - Initial 20-Minute Call

A 20-minute call to identify if we have the right expertise to help you.

After all, you wouldn't see a Cardiologist if you needed foot surgery!

Step #2 - In-Office "Discovery" Meeting

If there is a fit between your needs and our expertise, the next step is a 1-hour meeting.

We next want to make sure we clearly understand both your goals and your concerns.

Step #3 - Educate & Analyze

It takes about 2 weeks for us to analyze your situation and develop our custom recommendations for you.

In addition to any specific concerns, we will analyze:

  • How can we decrease your lifetime tax bill?
  • Is your retirement plan on track?
  • How can your investments be improved?
Step #4 - Review Retirement Assessment

During this meeting, we will describe, in plain English, exactly what you need to do to achieve your financial goals.

At the end of this meeting, we will simply ask you to review your assessment and digest the information we shared. We will follow-up to see if you have any questions. There is never a hard sell or pressure to say yes.

Step #5 - Think About It

We are looking for long-term relationships, not a quick transaction - there are only willing passengers on the "Ark". If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise.

Step #6 - Onboarding/Paperwork

Prior to this meeting, we will have made sure to address any of your outstanding questions and concerns.

Once ready, we will begin the paperwork necessary for you to become a client.

Still Have Questions? Keep Reading...

  • A: You should consider hiring our firm if you want to:

    1. Turn your nest egg into a reliable paycheck in retirement.
    2. Lower taxes and keep more of your hard-earned money.
    3. Improve after-inflation returns and reduce portfolio risk.
    4. Spend more of your time doing the things you love in retirement.
    5. Ensure your heirs have a trusted professional to learn on if something happens to you.

  • A: There are two really important things about our firm that separate us from others:

    1. We are retirement and tax planning experts for people aged 55+. Just like a Cardiologist would not perform foot surgery, we remain highly specialized and only work with retirement savers we have the expertise to help.
    2. We limit the number of new clients we take on (1 per month). This allows us to provide unparalleled value and highly personalized service to the families that have entrusted our firm to help them.

      Most advisors have similar titles, designations, and service models. Many of us also work with similar vendors and custodians (e.g., Fidelity, Schwab). The fact that it's hard to differentiate one advisor from another is EXACTLY why we offer our free Educate & Evaluate process.

  • A: It only makes sense to hire a financial advisor—or any professional—if the value they provide exceeds the cost. In other words, the time and effort saved by hiring an expert + the tax savings and retirement plan improvements need to exceed the fees being charged.

    The Free Retirement Assessment we deliver will quantify the benefits you will receive so you can make an informed decision about hiring our firm. Our transparent fee includes ongoing retirement and tax planning + tax-smart management of all investment accounts.

    The blended fee is calculated based on a percentage of the total value of the investments we oversee and manage:

  • A: We do our best work with retirement savers who need (and want!) a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.

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Step #1: Schedule Your 20-Min Phone Call

NOTE: It's not uncommon for our calendar below to have limited availability. We intentionally limit the number of calls to ensure we provide a high level of service to current clients. If you don't see anything on our calendar that works for you, please call our office at (703) 481-6202, and we will do our best to accommodate.