Reach Financial
Independence With
a Plan Made
Just For You

PERSONALIZED SOLUTIONS FOR TAX,
INVESTMENTS, AND RETIREMENT PLANNING

Not all wealth management plans are created equal

We specialize in creating financial plans that coordinate the most important aspects of your finances: reducing tax, maximizing investments, and achieving financial independence as soon as possible without sacrificing your current lifestyle.

OUR SERVICES

What's Covered In a
Quality Financial Plan?

Tax Planning & Prep

We take a forward-looking approach to tax planning and preparation with a goal of reducing tax paid throughout your lifetime, not just in the current year.

Investment Management

We're proponents of low-cost, widely-diversified portfolios. We combine techniques of buy-and-hold and trend-following strategies.

Financial Independence

The overarching goal of a quality financial plan is to reach financial independence as quickly as possible without sacrificing your current lifestyle.

TESTIMONIALS

Hear from our
exceptional clients

“Kevin is well versed in Financial, Retirement and Estate planning. He has created a portfolio to meet my low risk needs. He is always readily available and easy to reach with any questions or concerns that I may have. He understands the ups and downs of the market and the emotional turmoil it can create. He's steady, even keeled and has a long-term approach to investing that is good for my needs.“

“Kevin has all the qualifications I was looking for in a financial advisor. He is fee-only, independent, a fiduciary and a CFP. I appreciate his flexible fee options - you can pay by the hour and use him as much or little as you need or you can let him manage your portfolio and take care of everything. I thought the financial plan he provided us was very thorough, personalized and appropriate for our needs. He is easy to work with completely responsive to your needs and desires. I feel lucky to have found him and have recommended him to family and friends.“

“Kevin helped us approach retirement with more confidence. We are grateful for his help and trust that he will watch our backs! Thanks Kevin!“

“We have been so pleased with our consultations with Kevin, the advice and direction he has given us. Retiring was a daunting experience for us and we didn’t feel like we had the knowledge and expertise to have our retirement funds taken care of properly on our own.“

WHO WE SERVE

Our firm started as a physician-focused practice.
Helping docs simplify and maximize their finances.
We've since branched out and now help people from all
walks of life reduce tax, manage their investments,
and prepare for a financially-successful retirement.

Early-Career

What is the best way to save for a down payment on a home?

How do I balance retirement savings and student loan payments?

Should I bother with Bitcoin?

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Peak Earning Years

Am I saving enough to reach financial independence when I want to?

Is it possible to reduce my tax bill?

When should I dial down the risk in my portfolio?

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Transition into Retirement

Can I afford health insurance before Medicare age?

When should I take social security?

Should my investment philosophy change in retirement?

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RESOURCES

Do you have a plan to
reduce tax now and in
the future?

Explore 20 different ways to help reduce
your taxes as you work towards
financial independence.

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ABOUT US

Why do clients hire us?

Proactive

We proactively schedule semi-annual reviews, quarterly check-ins, and continually offer new ideas and strategies.

Credentialed

Our team includes Certified Financial Planners™ (CFP®), IRS Enrolled Agents, MBAs, and MSFP (Masters in Financial Planning).

Fee-Only

We don't receive any third-party commissions. Our compensation comes from one source, directly from our clients.

Small Business

We keep our client count manageable to provide high-touch service and to maintain a healthy work-life balance.

Schedule an initial consultation

Before we dive into the details, we want to confirm that our
experience and expertise is the right fit for your individual
situation and goals

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