We didn’t set out to be unconventional retirement planners. In fact, we were very conventional financial advisors who kept on running into the same problem, over and over again.
Our clients were working hard and saving hard, but when they reached retirement they were seeing a good portion of their assets vanish due to taxes and inefficient planning. We decided to do something about it.
“Our clients were seeing a good portion of their assets vanish due to taxes and inefficient planning. We decided to do something about it.”
The Retirement Blind Spot is an educated and data-driven approach to retirement income planning that takes into account the inefficiencies that many other advisors may not consider.
We have been financial advisors since 2001. With over 50 years of combined experience, our mission is to change lives with The Retirement Blind Spot by showing individuals, families, and business owners across the country how to optimize their retirement incomes.
Meet Our Team