Who We Help
Three situations we know well
Pre-Retirees
Five to ten years from retiring and focused on getting the plan right before you stop working.
Retirees
Already retired and focused on income, taxes, and protecting what you have built.
Business Owners
Planning an exit and turning a business into lasting retirement income.
How this connects to The Legacy Blueprint
Why we focus on a specific client
We could try to serve everyone, but we have found we do far better work by focusing on the people we understand deeply: individuals and couples ages 55 to 70, at, near, or in the early years of retirement, with at least $700,000 in investable assets. These are the years when the decisions get complex and the stakes are highest, when a wrong move on taxes, Social Security timing, or withdrawals can cost real money that is hard to recover. Because we concentrate on this stage of life, we have seen the questions and challenges you are facing many times before, and we can bring proven strategies rather than guesswork.
That focus also means we know the people and places we serve. Many of our clients are in Boerne, the Hill Country, and the greater San Antonio area, with others in Austin and across Texas, and we understand the local context that shapes their retirement, from property and cost-of-living considerations to the lifestyle many of our clients want in this part of the state. When distance makes in-person meetings impractical, our virtual planning process keeps the relationship just as personal.