Nearing Retirement
(5–10 Years Out)
You're in the home stretch. Now it's time to get serious about income, healthcare, taxes, and your legacy.
• Understand what retirement will cost
• Create a strategy for consistent, reliable income
• Decide when to take Social Security
• Adjust investments for the transition
• Feel confident—even in uncertain times
Perfect for: Professionals, educators, entrepreneurs, or anyone wondering, “Can I afford to retire—and when?”
Already Retired or Making Decisions Now
You’ve stepped into retirement—or need to make changes today. We’ll guide you through:
• Making your money last
• Minimizing taxes on withdrawals
• Reviewing Medicare and long-term care
• Legacy and estate planning
• Adapting your plan as life changes
Perfect for: Recent retirees, widows, career changers, and anyone facing a financial shift.
Couples Planning
Together
Money can be complex in any partnership. Whether you're newly married or heading toward retirement together, we help:
• Align financial goals
• Balance different risk tolerances
• Plan for one-income or blended families
• Make confident decisions—together
Why Work With Us
Fee-only fiduciaries—no commissions, no hidden agendas
Based in Arvada, CO—serving locally and virtually
Personalized strategies with ongoing support
Focused on your life, your goals, and your future
