We are a boutique financial planning firm that approaches retirement planning holistically, where tax planning come first, leading to a secure retirement income plan, the protection of emergency funds, the allocation of discretionary funds, and finally the transfer of wealth considerations. We create the strong foundation that everyone needs in retirement and leave the speculation to others. Along with our individual planning, our passion is to spread financial literacy through educational speaking. We create employee engagement through financial education while challenging employees to save more for their retirement. Insurance Services are offered through SES Services. Investment advisory services are offered through Andorra Capital. Tax planning and preparation provided by Senior Tax Network.