At our core, we specialize in tax-focused retirement planning for individuals approaching or in retirement. Our goal is to help clients save on taxes, generate secure income, spend confidently, and live their best lives.

Our Focus

• Clients transitioning to retirement in 2 years or less.

• Young professionals earning $150,000+ annual household income or able to save $30,000 or more per year.

Specialized Expertise

We provide tailored financial planning for:

• Google Employees: Helping maximize Google’s excellent benefits and retirement plans.

• USC Employees: Guiding clients through USC’s expansive benefit options to optimize their financial plans.

• Government Employees: Supporting those under FERS with TSP management, pension optimization, and Social Security strategies.

Giving Back

We are committed to giving back to our community by partnering with local non-profits. Through free workshops at high schools, churches, and universities like UC Irvine and UC Davis, we aim to empower and educate the next generation. You can request that we host a free workshop at your organization by submitting an inquiry here.