& Learn how to plan a HappiHer, HealthiHer and WealthiHer retirement.

Step 1: Take our free 5-minute quiz to test your readiness.

Step 2: Apply for an Am I Ready for Retirement? Diagnostic.

We offer a limited number of diagnostics each month. It’s most beneficial for individuals with at least $250k and couples with at least $500k in retirement savings & investments. We hate spam and promise to keep your personal information safe.

Yes, I Want the Assessment

    Our Diagnostic Will Look Under the Hood of Your Retirement & Summarize Your Gaps in Health, Wealth & Happiness (With a Focus on Your Taxes, Income & Portfolio). 

    Tax Minimization

    Concerns addressed:

    • How do I reduce taxes in retirement as much as possible?
    • Can reducing taxes truly make my portfolio last 5-10 years longer?
    • How are my Social Security benefits taxed?
    • Should I do Roth Conversions?
    • How do I avoid IRMAA?

    Income Maximization

    Concerns addressed:

    • Will I outlive my money?
    • How can I create an efficient & sustainable income for life?
    • What’s my 401k withdrawal strategy?
    • How do I maximize Social Security?

    Portfolio Optimization

    Concerns addressed:

    • How should my pre-retirement portfolio change in retirement?
    • How do I protect my portfolio from market volatility, market downturns and inflation?
    • How do I balance protection and growth in my portfolio?

    Questions? Call us at 508-798-5115 or email us at


    Our fresh approach to financial wellness in retirement offers a collaborative planning platform that connects you with the content, people and solutions you need to create and implement a retirement plan you not only understand, but have 100% confidence in. You can live the retirement you’ve imagined. We’ll show you how. Services are offered to anyone, anywhere within the United States.

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