Your next phase is calling.
Financial independence shifts everything. This phase requires different priorities, different strategies, and different expertise than the years spent building wealth.
Financial independence shifts everything. This phase requires different priorities, different strategies, and different expertise than the years spent building wealth.
You’ve built wealth and achieved success, and now you’re ready for something different. Whether that’s an early exit, pursuing passions you’ve put on hold, or gradually stepping away from career demands, financial independence gives you options—we help you choose the right ones.
Time your exit to maximize employer benefits, stock options, and deferred compensation.
Create tax-efficient withdrawal strategies that help minimize what you’ll owe in retirement.
Plan for healthcare coverage gaps and long-term care before you leave your company benefits.
Structure your assets to generate reliable income without depending on market timing.
Mark and Linda are in their late 50s to early 60s. After decades of hard work and raising a family, they’re thinking less about retirement and more about freedom — the flexibility to work because they want to, travel more often, spend time with family, and pursue passions they’ve postponed.
You’ve achieved financial independence, but your next chapter requires a different approach. Retirement is about enjoying your freedom while ensuring your money outlasts whatever life brings.
Build sustainable withdrawal strategies that adapt to market conditions and your changing needs.
Coordinate tax planning across multiple income sources to keep more of your wealth.
Manage healthcare costs and long-term care planning without disrupting your lifestyle.
Create estate structures that protect your legacy while providing flexibility for life’s changes.
We’re here to help make sure it does.
