Retirement Planning FAQs

Most firms handle one piece of the puzzle and hand you off for the rest. We bring it all together. As an open-architecture, fee-only firm in Austin, Texas, we coordinate your wealth planning, tax strategies and estate planning by collaborating with your attorney, CPA and tax professional, so every part of your plan works as one.

Our focus is on helping professionals and business owners move from accumulating wealth to distributing it wisely, with tax-efficient strategies built for your next chapter.

It depends on your situation, but the opportunities are often significant for the families we serve. Tax-deferred account balances, Roth conversion windows, Social Security timing and required minimum distributions (RMDs) all create planning opportunities. We’ve helped individuals and families across Texas and the United States identify strategies that made a meaningful difference in their retirement income.

Fee structures vary, but it’s important to understand how an advisor is compensated, whether through fees, commissions or a combination. We believe in transparency and will discuss all costs with you upfront so you can make an informed decision.

If you’re within 10 years of retirement — or already in it — and you have meaningful assets to manage, now is a good time. The earlier you start a comprehensive strategy, the more options you have. Even if you already have an advisor, a second perspective can be valuable.

We start with a conversation to learn about you, your family, your goals and your concerns. If you have recent account statements, tax returns or a budget, please bring them with you to support our conversation. If we decide to move forward together, we’ll walk you through exactly what information and documents we’ll need next.