Design a retirement paycheck you don’t have to run yourself.
Clear retirement income planning for people near or in retirement. Build it yourself with the right tools, or hand the plan to someone who will actually run it.
Start with a conversation
For people near or in retirement who want the paycheck run, not just planned.
Paying for a plan that isn’t being run?
You have an advisor, or you’ve had one. What you may not have is someone who actually runs how the paycheck gets paid each month: which account the money comes from, in what order, and what that does to taxes. A short call will tell us if having me run that for you is a fit.
Book a conversationBest fit in your late 50s through 70s if you’re already paying for advice (or have serious assets) and want someone running the paycheck, not just talking about it.
The plan starts with the monthly income you need, then works backward to the accounts that fund it.
Which account you draw from, and when, changes what you keep. That order is part of the plan, not an afterthought.
The approach I use with clients is the same one I teach on Design Your Retirement Paycheck. Learn first, or hand it off.
Ready when you are.
A short call will tell us whether having me run the paycheck for you is a fit.