Tax-Efficient
Retirement Planning

For Those Over 55


Partnering with families and stock-compensated individuals who seek to:

Minimize Taxes  |  Maximize Retirement Income  |  Optimize Stock Compensation
Make Work Optional  |  Invest Confidently  |  Help Future Generations

Helping Good People Make Great Financial Decisions To Maximize Their Retirement Story

The Max My Retirement Process

We'll bring you answers to the retirement and financial questions you have today — and those that could arise in the future.

We start with a 15-minute phone call to make sure your situation matches our knowledge and service.

  • Step 1. Retirement Design

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    Step 2. Max My Retirement Analysis

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    Step 3. Implementation


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    Step 4. Ongoing Client Experience


Max My Retirement Process is our process name, it does not promise or guarantee investment results or preservation of principal.

Build the right strategy for you

We can help guide you through all the available options so you can confidently pursue your retirement dreams.

 

Your Life, Your Money

Helping you thrive in life, wealth, and retirement with host Scott Sierens, CERTIFIED FINANCIAL PLANNER®.



"At all times when providing Financial Advice to a Client, a CFP(R) professional must act in a fiduciary compensation, and therefore, act in the best interest of the Client" - CFP Board

 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.

money-last

Instant Download

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

Need more info?

Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

Check back later for upcoming events!

Ready to Take The Next Step?

START HERE to learn more about our services, how our Max My Retirement Process works, where to sign-up for our newsletter and other FAQs. Or, skip the nitty gritty and let’s talk!

Or give us a call at 847.235.6989