Your trusted partner
in retirement planning Creating a financial strategy to support your best years ahead

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At The Retirement Co. one of our core goals is to provide a client-focused experience.

To help meet your financial objectives, we work alongside reputable custodians who provide reliable services to support your investment needs.

We work with Charles Schwab and Fidelity, and importantly, we don’t work for them. This allows us to recommend a custodian that aligns with your individual needs.

We’ll dive deeper into our relationship with these custodians and can discuss their role in your investment experience during our meeting.

If we’re not the right fit for you, we’ll do our best to answer your questions and connect you with someone who can. If you’re seeking a retirement-focused financial advisor, don’t hesitate to reach out today to explore your options.

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Our best-fit clients are those who have found some success and built a portfolio of at least $250,000. They’ve done an excellent job of saving but don’t want to be burdened with the responsibility of doing everything needed to get the most out of their money.

If we can’t work with you, we’ll do our best to answer any questions you have and point you to someone who can. If you’re looking for a financial advisor for retirement, don’t hesitate to reach out today to see what’s possible.

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We're and independent registered investment advisor. This means you’ll receive truly personalized service tailored to your unique situation and goals. As an independent advisor, I have the flexibility to draw from a wide range of investment and insurance solutions, so we can design a strategy that fits your entire financial picture.

We’ll meet multiple times to kick off and hold at least two review meetings each year. You’ll get weekly educational emails, videos, and additional content in between. Meet our team here.

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We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

—1.15% on the first $1,000,000 we manage
—0.95% between $1,000,000 and $5,000,000
—0.75% between $5,000,000 and $10,000,000
—0.55% on amounts above $10,000,000

If insurance (for example, life insurance) is part of your plan, we’re paid directly from the insurance company. There’s no additional charge for the tax and estate planning advice we provide.

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• Retirement income strategies

• Investment management

• Tax efficiency strategies

• Legacy planning

• Insurance review

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Yes!

Your CPA is great at handling your taxes for the past year, but they may not focus on minimizing your future tax liabilities.

At The Retirement Co., we help you take a broader approach by offering strategies to optimize your spending and savings for tax efficiency. While you (or your CPA) will still manage your tax filings, we’re here to help you plan ahead.

If we’re not the right fit for you, we’ll gladly answer any questions and connect you with someone who can assist. If you’re seeking a retirement-focused financial advisor, don’t hesitate to reach out today to explore what’s possible.