Services We Offer
Most retirees still rely on outdated strategies like the 60/40 portfolio — a model built for a world that no longer exists.
We combine traditional retirement planning with modern alternative investment strategies to help create predictable, stable retirement income.
Our Services Overview
Most retirees still rely on outdated strategies like the 60/40 portfolio — a model built for a world that no longer exists.
We combine traditional retirement planning with modern alternative investment strategies to help create predictable, stable retirement income.
Retirement Income Planning
Your retirement plan includes:
- Income waterfall design
- We structure your retirement income to flow from the most tax-efficient sources first, ensuring your savings last longer while maintaining your desired lifestyle throughout retirement.
- Longevity planning
- With people living longer than ever, we help you plan for a retirement that could span 30+ years. Our strategies account for extended lifespans and ensure your income never runs out.
- Social Security optimization
- Timing matters. We help you determine the optimal age to claim Social Security benefits, potentially increasing your lifetime benefits by tens of thousands of dollars.
- Inflation protection
- Inflation erodes purchasing power over time. We incorporate strategies and asset classes designed to help your retirement income keep pace with rising costs of living.
- Required distribution planning
- Required Minimum Distributions (RMDs) can create tax challenges. We help you plan ahead to minimize the tax impact while meeting all legal requirements.
- Tax-focused withdrawal strategies
- The order in which you withdraw from different accounts can significantly impact your tax burden. We coordinate with your tax professional to optimize your after-tax retirement income.
Our goal is simple:
Make your retirement income last as long as you do.
Alternative Investing for Retirees
We help retirees understand and access alternative investment strategies that can offer greater diversification, lower correlation to public markets, more consistent income potential, and stronger long-term retirement stability.
Real Asset Strategies
Diversify your retirement portfolio with tangible assets that provide inflation protection and stable returns.
Land and Real Estate Allocations
Access institutional-quality real estate investments for consistent income and long-term appreciation potential.
Private Credit
Generate steady retirement income through private lending opportunities with attractive risk-adjusted returns.
Structured Note Strategies
Protect your retirement savings with structured products that offer downside protection and growth potential.
Oil & Gas Opportunities
Participate in energy sector investments that can provide tax advantages and income diversification.
Private Equity Allocations
Invest in private companies and alternative assets typically unavailable to traditional retirement portfolios.
Accredited Investor Discovery
Many retirees qualify for investment opportunities they've never been told about. We help you identify whether you're eligible — and how it could change your financial future.
Your income meets $200k–$300k thresholds
Level 1: Income Qualification
Annual income thresholds that may qualify you for accredited investor status.
You have $500k+ in retirement accounts
Level 2: Retirement Assets
Substantial retirement savings can qualify you for exclusive investment opportunities.
You have substantial real estate equity
Level 3: Real Estate Wealth
Significant real estate holdings can unlock access to premium investment strategies.
You have $1M+ net worth (excluding your home)
Level 4: High Net Worth
Meeting the highest accredited investor threshold opens doors to the most exclusive alternative investments.
Check Your Accredited Status
Many retirees qualify for investment opportunities they've never been told about. Discover if you're eligible for expanded investment options.
