Who you are

• Individuals seeking Retirement Income Planning
  
• Business owners needing tax strategies
• CPAs desiring to expand their practice to reduce their client's future taxes

Where you are

• What is working for you now, your current tax situation, and what income do you desire for retirement 
•  Where you want to go and what you visualize for your future success

How you qualify  

• As fee-only planners, we want to know that you are actively ready to achieve your goals
  
• As your Guide, are you capable of making a series of little decisions