You're thinking about an upcoming retirement or navigating a recent retirement. You're interested in paying the least amount of tax over your lifetime. You're unsure if your investment strategy should change now that you're close to or in retirement. You're finding your current advisor only ever talks about investments. Perhaps you're also a farmer or business owner thinking about succession planning. Either your income and/or net worth are meaningful enough to benefit from our planning approach (we only want to take on work where we can move your needle.)

You prefer searching for predictions and "hot stocks" instead of carefully managing controllables. You struggle delegating or building trust-based relationships. You'd rather wait until you're "closer to retirement" before you begin setting goals and preparing for tax efficient future income.