Retirement isn't about a nest egg. It's about replacing your paycheck.

For those within 10 years of retirement or already retired, I provide retirement income and investment planning built for a goal of tax efficiency.

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What I Do

I coordinate retirement income, investment planning, and tax strategy into one financial plan, each piece supporting the others from the start.

Who I Serve

Within 10 Years of Retirement

You're still working and contributing, but retirement is close enough that risk and taxes matter more than they used to. I help you pursue growth, manage risk, and position your assets for the tax-efficient income plan you'll need later.

In Retirement

You're now living off what you've built. I help you evaluate income-generating strategies, decide how much comes from where and in what order, and manage how the tax impact shifts from year to year.

Inherited an IRA

Inheriting an IRA comes with distribution and tax challenges similar to what retirees face, and getting the plan wrong can mean paying more in taxes than necessary. I help you navigate the distribution rules and build a plan around what you've inherited.

Why I'm Different

I Specialize in Retirement. Not Everything.

Some advisors try to be all things to all people: young professionals working toward building wealth, business owners, growing families. My focus is on one specific stage, the years right before and during retirement.

Tax Planning Isn't Surface-Level.

A lot of advisors say they do tax planning, but they only touch the surface. I build and execute tax-efficient income strategies to help potentially limit the biggest expense most retirees have. Taxes.

You'll Understand Your Plan.

I don't hand you a plan and ask you to trust it. I walk you through the reasoning, the trade-offs, and the alternatives, so you're making an informed, confident decision.

No Two Plans Look the Same.

Because no two people are the same. Before I recommend anything, I want to know how you think about risk, what trade-offs you're comfortable with, and what matters most to your family. The plan gets built around that, not the other way around.

You Work With the Owner.

You're working directly with the owner, not someone whose decisions can get overridden by someone above them. The advisor you work with and the person who owns this firm are the same person.

Founded in Hutchinson. Available Virtually.

I'm active in this community through Rotary, AMBUCS, and local boards such as Rotary International and Kids Collective. But your relationship with me doesn't depend on living nearby. I work with clients in person and virtually.

Next Steps

Ready to see if we're a good fit? Schedule an introductory call below.

Schedule An Introductory Call

Want to learn more before booking a call? Click the links below.