Our Goal, Your Legacy Our Vision To Help Hard Working, Long-Serving W-2 Employees “Do Well By Doing Good” The Mission Better Retirement, Lasting Legacy Our Goal By leveraging our unique approach, most retirees significantly reduce their taxes, increase after tax income, and create a living legacy of good works via charitable giving. By leveraging our unique method, retirees will significantly reduce their taxes, increase after-tax income, and create a living legacy of good works via charitable giving. To illustrate these improvements, our new proprietary tool, The ROQS™ Method app (patent pending) will project potential scenarios related to your holdings by using ROQS™, compare & contrast ROQS™ versus traditional strategies, and forecast long term results for both the retiree and charity(s).