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

START HERE

The Retirement Blueprint Process

We'll bring you solutions 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. Strategy Meeting

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    Step 3. Implementation


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    Step 4. Ongoing Client Experience


Schedule a Phone Appointment
Learn How We Can Serve You

You deserve to retire with confidence

We can help you build a path toward a secure financial future.

 

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.

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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

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:

  • This field is for validation purposes and should be left unchanged.

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Meet Our Team

 

Need more info?

Attend a live workshop

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

September 20 OR September 26
Social Security Class (Strategies to Help Maximize Your Benefits and Help Minimize Your Taxes)
6:00 pm | Barrington Park District – Langendorf Park Recreation Center
Register

Ready to Take The Next Step?

START HERE to learn more about our services, how our Retirement Blueprint Process works, where to sign-up for our newsletter and other FAQs.

Or, skip the nitty gritty and let’s talk!

Schedule a Phone Appointment
Learn How We Can Serve You

Or give us a call at 847.235.6989