My business is primarily focused on income planning as client approach retirement age or enter in retirement. This is done through analysis of income gaps that exist. Younger clients are focused on accumulation planning utilizing tax strategies and downside protection of their investments.
I am hoping to use this site as a way to plan for my own retirement either by joining or merging with another practice. I plan on working for about another 10 years. The majority of my clients are located in the metro west area.