Free Retirement Readiness Assessment

A simple, 3-step process showing how you can improve retirement success, lower your tax bill and determine when you'll be ready for retirement.

Social Security Timing & Claiming Strategies

Tax Strategy & Investment Risk Analysis

Retirement Income Gap Recommendations

We specialize in helping people plan for a successful retirement.
We do our best work with:

Age 50+

Retirement investors over age 50 who are already retired or want to make "work optional" in the next 5-10 years.

$250k+

Diligent savers who have accumulated investments of $500,000 or more and want to reduce their tax burden.

(Excluding real estate.)

Experienced

Those who value working with a team of experienced professionals because they know their retirement is too important to go it alone.

Age 50+

Retirement investors over age 55 who are already retired or want to make "work optional" in the next 5-10 years.

$250k+

Diligent savers who have accumulated investments of $500,000 or more and want to reduce their tax burden.

(Excluding real estate.)

Experienced

Those who value working with a team of experienced professionals because they know their retirement is too important to go it alone.

Your Free Retirement Readiness Assessment

A simple 3-step process that will show you how to improve your retirement success & reduce your potential tax burden.

Step 1 — Schedule 15-Minute Call

A quick 15-minute phone call will give us both a chance to make sure our areas of expertise match up with your retirement needs, goals and concerns.


After all, you wouldn’t see an Orthopedist if you needed heart surgery!

Schedule Your Call →

Step 1 — Schedule 15-Minute Call

A quick 15-minute phone call will give us both a chance to make sure our areas of expertise match up with your retirement needs, goals and concerns.


After all, you wouldn’t see an Orthopedist if you needed heart surgery!

Schedule Your Call →

Step 2 — Meet With The Team

Like any doctor, it’s important to diagnose the situation before we prescribe any remedies.


The next step is a visit with our team at either our home office or virtually via Zoom. During this 1 hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns so we can develop your personalized Retirement Readiness Assessment.

Step 2 — Meet With The Team

Like any doctor, it’s important to diagnose the situation before we prescribe any remedies.


The next step is a visit with our team at either our home office or virtually via Zoom. During this 1 hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns so we can develop your personalized Retirement BluePrint.

Step 3 — Review Assessment

With your Retirement Readiness Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.


In plain English, we will explain exactly what you can do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.

Step 3 — Review Assessment

With your Retirement BluePrint complete, we will have another 1-hour meeting to review our findings and recommendations.


In plain English, we will explain exactly what you can do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.

Think About It!

After we meet, we simply ask you to think about what we discussed! We're looking for long-term relationships with our clients and we need to be a good match.

Think About It!

After we meet, we simply ask you to think about what we discussed! We're looking for long-term relationships with our clients and we need to be a good match.

Still have questions? Keep reading...

  • Do you meet with people virtually?

    While we prefer to meet you in-person at our office, we are equipped to meet and work with people virtually no matter where they're located!


    Our office uses a video conferencing software called Zoom to conduct our virtual meetings.


    Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

  • What makes you different from other financial advisors?

    There are 3 main things that separate us from other financial advisors:


     1. We are soley focused on retirement planning. Because of that, we are much more equipped to handle the uniqe needs of thoes approaching or entering retirement to ensure they don't run out of money or pay too much in taxes.


     2. We are an independent firm. As an independent firm, we act as a fiduciary and are not tied to one specific line of investments. We always develop our plans based on the investments and strategies that are in the best interest of each client's unique situation and goals.


     3. We limit the number of new clients we take on so we can deliver high-quality, personal service. We take pride in the work we do and the life-long relationships we develop with our clients.

  • Why should I consider working with you?

    Great question! Let's start with why you shouldn't work with us.


    If you're looking for someone who can beat the stock market, then we're not a good fit for you. It's impossible to time the market and that usually leads to underperformance. We only focus on the things that we can control and the risks we can plan for.


    Our clients understand that retirement planning is a long-term strategy that requires a comprehensive plan and a strong team.


    You should work with us if you want to ensure you don't run out of money in retirement, are reducing unnecessary taxes through advanced planning, and leave a lasting legacy for your heirs without a huge tax burden.

  • Where is your main office?

    Our office is located at 1675 Lakeland Drive, Suite 309, ​Jackson, MS 39216.

Still have questions? Keep reading...

  • Do you meet with people virtually?

    While we prefer to meet you in-person at our office, we are equipped to meet and work with people virtually no matter where they're located!


    Our office uses a video conferencing software called Zoom to conduct our virtual meetings.


    Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

  • What makes you different from other financial advisors?

    There are 3 main things that separate us from other financial advisors:


     1. We are soley focused on retirement planning. Because of that, we are much more equipped to handle the uniqe needs of thoes approaching or entering retirement to ensure they don't run out of money or pay too much in taxes.


     2. We are an independent firm. As an independent firm, we act as a fiduciary and are not tied to one specific line of investments. We always develop our plans based on the investments and strategies that are in the best interest of each client's unique situation and goals.


     3. We limit the number of new clients we take on so we can deliver high-quality, personal service. We take pride in the work we do and the life-long relationships we develop with our clients.

  • Why should I consider working with you?

    Great question! Let's start with why you shouldn't work with us.


    If you're looking for someone who can beat the stock market, then we're not a good fit for you. It's impossible to time the market and that usually leads to underperformance. We only focus on the things that we can control and the risks we can plan for.


    Our clients understand that retirement planning is a long-term strategy that requires a comprehensive plan and a strong team.


    You should work with us if you want to ensure you don't run out of money in retirement, are reducing unnecessary taxes through advanced planning, and leave a lasting legacy for your heirs without a huge tax burden.

  • Where is your main office?

    Our office is located in Charlotte, NC at 5970 Fairview Rd., Suite 712 Charlotte, NC 28210 off Piedmont Row Dr.

Step 1 — Schedule Your 15-Minute Phone Call

The purpose of this call is to answer your questions and ensure our areas of expertise match up with your retirement needs, goals and concerns.

Schedule Your Call →

Step 1 — Schedule Your 15-Minute Phone Call

The purpose of this call is to answer your questions and ensure our areas of expertise match up with your retirement needs, goals and concerns.

Schedule Your Call →

Not Quite Ready To Get Your Retirement Adventure Started?

That's OK! Get access to our Financial Cheat Sheet Library to get financial and retirement planning advice, tips and tricks. Whenever you're ready to start planning your dream retirement, we'll be here for you!

Access Financial Cheat Sheet Library
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