We specialize in retirement planning, helping you determine when and how much you can sustainably spend. We manage the transition of investments to portfolios that are prepared to last 30+ years of retirement while simultaneously providing a retirement paycheck.

Retirement planning is all about crafting a life you’ve worked so hard to build. We take the time to understand your goals, from travel dreams to pursuing hobbies or spending quality time with loved ones. With our personalized approach, we help you anticipate not only future expenses but also the unpredictable turns life might take. The result? A roadmap for retirement that brings clarity to your finances and keeps you confidently on track.

Our clients appreciate that retirement is a significant life milestone, not merely a financial one. At Succession Financial, we emphasize creating sustainable income streams while keeping taxes and healthcare costs in check. By carefully managing risks and strategically allocating assets, we ensure that you have the financial freedom and flexibility to enjoy your retirement years to the fullest.

We believe in evidence-based, disciplined diversification, cost-effectiveness, and tax efficiency—continuous monitoring for asset allocation, rebalancing, and tax-loss harvesting opportunities.

Investment management isn’t just about numbers; it’s about translating your dreams into measurable outcomes. We guide our clients in navigating market uncertainty and making informed decisions based on their unique goals and risk tolerance. By focusing on evidence-based strategies, we eliminate the noise of speculation, ensuring your investment portfolio is as resilient as it is growth-driven.

At Succession Financial, our tailored strategies don’t stop at asset allocation. We actively seek opportunities for tax efficiency, such as tax-loss harvesting, while ensuring that your portfolio stays balanced for long-term success. Whether you’re saving for retirement, funding an education, or planning a legacy, our disciplined investment management principles help maximize your wealth while respecting your personal financial priorities.

Every financial decision has tax implications, addressed through a detailed review of tax returns. We facilitate integrated, year-round tax planning, ensuring alignment among all parties involved.

We evaluate your options for funding your children’s further education. We visit with your high school seniors and college kids to set expectations for a successful yet fun college experience. We spend time before college graduation with your kids to help them become financially literate and advise them on networking strategies for their upcoming career search.

Free financial coaching for clients’ children and grandchildren until marriage or age 25—ensuring the next generations start their adult lives to be financially savvy and literate.

Emphasis on orderly asset transfer at death and planning for incapacity—addressing the benefits of trusts, updated wills, financial and healthcare powers of attorney, and gifts to children, grandchildren, and charities

We develop plans to benefit the next generation and the causes you care about. Succession Financial helps to maximize the tax benefits of charitable giving, which allows you to see the impact of your generosity and the peace of mind that your contribution to the causes you care about will continue after you are gone.

We analyze claiming options to maximize benefits and prevent financial losses. Strategic decisions can significantly impact both you and your spouse’s financial well-being.

Detailed analysis of existing coverage, considering health, medications, and lifestyle. Assistance in understanding and evaluating options for employer plans, Affordable Care Act, private plans, or Medicare.

Evaluation and recommendations for life, disability, health, long-term care, and property & casualty coverages. Coordination with insurance agents to ensure comprehensive coverage.