If tomorrow was Day 1 of your retirement, how would you feel?

excited and prepared

anxious and uncertain

Maybe a mix of both?

We Specialize in Helping People Who:

Are planning to retire within the next 5 years or recently retired
Looking for guidance to protect their income and standard of living throughout retirement
Want a personalized retirement plan built on structure and simplicity
Prefer spending their time on the things that matter most to them

Schedule a Call to learn about our process for your Personalized Retirement Strategy and Structure.

Retirement
Lifestyle
Protection

Build a retirement plan designed to protect the lifestyle you’ve worked hard for—so you can enjoy your next chapter with clarity, confidence, and peace of mind.

Retirement
Income
Strategies

Create a reliable, tax-efficient income plan that supports your lifestyle and helps ensure you never outlive your money.

Retirement
Investment
Structure

Align your investments with a retirement-focused strategy that balances growth, protection, and long-term stability.

OUR PROCESS

Step 1:

Schedule Your Intro Call

A simple, no-pressure call to understand your needs and determine if we are a good fit to support you.

Step 2:

Introductory Call

We take time to learn about your goals, concerns, and what a confident retirement looks like to you.

Step 3:

Initial Meeting

Together, we review where you stand today and outline the structure for a retirement plan built to protect your lifestyle.

Step 4:

Hire Us & Begin Your Plan

When you’re ready, we move forward in creating and managing your Personalized Retirement Strategy & Structure—giving you clarity, confidence, and ongoing support.

Our Service

We develop a Personalized Retirement Strategy & Structure designed to guide you through every stage of retirement.

Our process brings clarity and alignment to your cash flow, investments, and tax planning so you can retire with confidence and peace of mind.

Your Personalized Retirement Strategy & Structure Includes:

Comprehensive Retirement Plan

Retirement Lifestyle Planning & Guidance
Retirement Income Strategies
Retirement Plan Distribution Options

Investment Strategy & Structure

Investment Analysis & Ongoing Adjustments
Retirement Risk Exposure Management
Withdrawal & Distribution Strategies

Ongoing Guidance & Support

Quarterly Review Meetings
Retirement Education & Clarity
Additional Assistance, Research, & Answers, as Needed

Our Fees:

We do not charge an assets-under-management (AUM) fee based on the size of your portfolio.

We charge a transparent flat annual fee, so you always know exactly what you’re paying.

Our annual fee ranges from $4,000 to $15,000, based on the depth of strategy, structure, and guidance required for your retirement planning.

Your flat fee includes:

Comprehensive Retirement Planning
Retirement Investment Strategy & Ongoing Management
Ongoing Guidance and Support Throughout the Engagement as outlined in Our Services section.

ABOUT US

Retirement is one of life’s biggest transitions. Most people approaching retirement feel uncertain about whether they’re truly prepared. At Live, Learn, Grow Wealth Management, we guide you with a clear Retirement Strategy & Structure so you can move confidently into the next chapter of life.

We work primarily with people who are five years from retirement or newly retired. This stage comes with important decisions:

Income Planning
Investment Structure
Tax Efficiency
Lifestyle Protection

Our role is to help you understand each of these areas and make informed decisions without confusion or pressure.

Here’s what we believe:

You deserve Clarity.
You deserve Structure.
You deserve guidance you can Trust.

That’s why we operate as a flat-fee firm. No AUM percentages. No produce sales. No hidden incentives. Just transparent guidance focused entirely on helping you protect your lifestyle in retirement.

Retirement is a major transition, but it doesn’t have to be overwhelming. With the right strategy and structure, you can feel confident, prepared, and supported every step of the way.

We’re here to be your guide as you step into the retirement you’ve worked hard to create.