Who is our Ideal Client?

Our firm is best for someone within a few years of retirement who's looking for a trusted partner to help with ongoing financial, tax and investment decisions throughout the distribution stage of their life. We generally only work with people who are in or near traditional retirement...

Our typical client profile:

  • 50 or older

  • High Earning W-2 Employee

  • Nice People!!!

  • Single, Widowed or Married

  • Same-Sex Couples

  • Retired or within five years of retiring

  • Will have Social Security and maybe a pension

  • Owns a home & maybe some rental properties

We can take other clients that do not fill this mold on a case-by-case basis. We have found we also work well with some Nurses, Doctors & High Earning Real Estate Agents.

High-touch service — without geographic limits

Whether you’re local or across the country, you’ll receive the same level of personal attention.

Our office is based Rancho Mirage, California. We also serve the local cities of Palm Springs, Cathedral City, Indian Wells, La Quinta & Palm Desert.

We also work with clients nationwide using secure, modern technology designed to make working together easy.

Services Offered

Prior to beginning any work, we'll hold an initial discovery meeting with you to gather the facts and information necessary to prepare your return. Upon completion of this initial meeting, we'll provide you with an estimated fee and anticipated date by which we expect to finish your return. The initial discovery meeting is no cost.

These Are The Services We Offer

  • Tax Preparation for Pre-Retirees, Retirees & High Earning W-2 Employees

  • Tax Strategies

  • Tax Withholding for Retirement Accounts

  • Quarterly Estimated Tax Payments

  • Doing annual income and tax projections that include analysis and implementation of strategies such as:

    • Roth conversions

    • Minimizing Medicare Income Related Monthly Adjustment Amounts ("IRMAA")

    • Tax loss or gain harvesting

    • Charitable giving and gifting

    • Required Minimum Distribution Management

  • Establishing when to claim Social Security

  • Selecting pension payment types

  • Determining if annuities can be beneficial for your plan

  • Assessing life and long-term care insurance needs

  • Helping with the financial and tax aspects of buying and selling real estate

  • Analyzing whether to pay off or refinance an existing mortgage

  • Analyzing whether a reverse mortgage may be of benefit to you

  • Assisting in updating or putting in place estate documents and beneficiary forms