Ongoing Planning
Guidance Throughout your Retirement
What’s the outcome?
Spend your nest egg confidently in retirement without overpaying the IRS.
What’s included?
We guide you on how to live off your assets while being as tax efficient as possible. This may include managing your investments and any required minimum distributions. You’ll understand how to maximize social security over your lifetime. We’ll also help you execute Roth IRA conversions and tax harvesting strategies, if appropriate.
Who is it for?
Dentists in retirement who don’t want to figure out all the financial pieces on their own. Those who want guidance on the tweaks necessary over the next several decades. Your health might afford you a 35 or 40 year retirement, so it’s important your money lasts that long too… and the IRS doesn’t keep more than its share.
How much does it cost?
We charge one flat monthly fee that covers everything, including investment management. We share the fee details once your initial plan is complete.
There is no obligation to sign up for ongoing planning once your initial plan is complete. It’s your option.
How’s it work?
We’ll review your situation together at least twice per year. In between, we monitor your situation so you can live your life. We provide regular updates to you via email and video.