Our Focus

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

We typically work with busy professionals, families, and business owners who want to simplify their finances and delegate the details to a trusted advisor. Many of our clients are professional women and families who value clarity, confidence, and a straightforward plan that aligns their money with their goals. We also specialize in helping those within two years of retirement create a smooth transition into their next chapter—with greater freedom, security, and peace of mind.

Specialized Expertise

We provide tailored financial planning for:

• Confident on One Income™: We specialize in helping families transition from two incomes to one with confidence—so they can escape the dual-income grind, live in alignment with their values, and be fully present for their children’s lives.

• 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.