This page is intended for tax professionals looking to potentially interact with us.

Because your clients trust you, over time many will seek your opinion on whether they can retire. Unless you offer formal planning as part of your services, however, you may need to direct them to someone who can address their situation holistically.

To help you assess whether we might be a good working fit for you, below are a few particulars about our practice:

  • Accuracy: Both of our partners come from a technical background and are detail-oriented in our analysis. We take a strategic, integrated planning approach rather than a product-driven approach.
  • Reliable and accessible: Unlike some advisors who have upwards of 500 clients, we serve roughly 100 families. This allows us to be accessible, and provide excellent client service. We take pride in being reliable, following through, and communicating well.
  • Tax focus: Lifetime tax planning is a central component of our retirement income process, providing a unique opportunity for you and us to collaborate on behalf of any mutual clients. We also emphasize tax-efficient investments that provide us with greater control over the timing and recognition of capital gains.

We believe in maintaining an interactive relationship, and encourage you to be as in involved in our planning process as you’d like. With client permission, you are welcome to attend our meetings, review our recommendations, or participate in any way you feel is appropriate. We will keep you informed throughout the year on important tax matters, and ensure you are involved in any income tax planning that arises.

When we properly collaborate, the end result is a happier and more loyal client.