Make the most of your money.
We help families in or near retirement reach and enjoy their financial independence
What we do:
Tax-efficient financial planning and investment management specializing in retirement
Who we serve:
We serve clients who are
less than 10 years from retirement
already retired
considering “encore-careers” or passion projects
Don’t fit one of these groups?
Please reach out anyway! I would love to learn about your situation and help you find another skilled advisor who is committed to the same values of integrity, transparency, and expertise. I have developed a network of independent financial planners across the country, and I would love to help you navigate what can be a daunting industry.
Why we’re different:
We take a holistic approach to your well-being
What does it matter if you climb the ladder, save money on taxes, and make better investment decisions if you don’t get to the deeper questions of “why” and for “what” purpose? Our goal is to help you align your time and resources with what matters most to you and your family.
We are retirement income specialists
Navigating the transition to retirement requires a different set of skills than what got you there. The game has changed and you need a guide who specializes in helping folks navigate the shift from saving to spending and the myriad of other financial and life changes involved.
We are tax planning experts
While you were working, you likely had very little control over the taxes you owed, but this changes in retirement when you have multiple sources of income and therefore more control over the timing and amount of taxes you pay. Engaging in long-term tax strategies can make a significant difference in your net worth.
We are fiduciaries
Unlike many advisors or financial salespeople affiliated with banks, brokerages, or insurance companies, we are fiduciaries. This means we are held to a higher standard and must always put the client’s interest ahead of ours.
We are Flat-Fee-Only
“Fee-only” means that we are paid directly by our clients, with no hidden commissions or kickbacks for selling products or investments. Furthermore, we charge a flat fee that is NOT a percentage of the size of your investable assets. Our fee is based on the complexity, time, and resources required to serve each client, not the size of their portfolio.
Read more about our service and fees.
We know Social Security and healthcare
Social Security is likely a critical foundation of your retirement income plan. We can help you understand when to claim your benefit within the context of your overall income and tax plan. We can help you navigate Medicare and how to plan for health and long-term care.
Next steps
Check out our Services & Fees
Learn more about Our Team
Read our Articles
Listen to the “Make the Most of Your Money” Podcast
Check out our free retirement guide
If you’ve already looked at our services & fees page and think Oakleigh may be a good fit, please click below to:
Download our FREE GUIDE!
Whether you're looking to retire at 35, 65, or never, beware of these 10 common myths that can keep you from reaching your goal (or keep you from being happy once you get there).