Retire with clarity and confidence.

We coordinate your investments, retirement income, and taxes so every part of your financial life works together and you can spend less time managing the details.

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Fiduciary guidance. Personalized Plans. Independent.

▤ Taxes
↗ Investments
□ RMDs
◎ Social Security
◇ Estate Planning
$ Income Planning

COORDINATED RETIREMENT PLANNING

Retirement shouldn’t feel this complicated.

Too many moving parts. Too many decisions. Not enough clarity. We bring it all together so your plan is coordinated, tax-efficient, and built around your life.

  • Integrated planning for every part of your financial life
  • Strategies designed to help you keep more of what you’ve earned
  • Ongoing guidance as your life, taxes, and markets change

How We Help

Clear retirement guidance designed to help simplify your financial life

  • We design retirement income strategies so your savings last, your taxes stay controlled, and your plan adapts as life changes.

  • We build custom portfolios aligned with your long-term goals while managing the tax impact of investment decisions across accounts and time horizons.

  • We help clients make informed tax decisions with optional in-house tax preparation.

  • We help ensure your wishes and family goals stay aligned.

  • Helping you navigate retirement decisions with a long-term relationship and regular reviews.

We coordinate every piece of your financial life
so you can enjoy peace of mind.

How We Work With Clients

  • We begin with a conversation about your goals, concerns, and what you want your financial life to look like. This helps determine if you’re a good fit for our practice and what next steps would be most helpful.

  • We review your financial picture together and identify opportunities to better coordinate investments, retirement planning, and tax strategy.

  • We create a coordinated retirement strategy designed around your goals

  • Financial planning isn’t one-time. We provide ongoing guidance, regular check-ins, and proactive adjustments to your investments, tax strategy, and plan as your life evolves.

Our Team

Dixie Kendrick E.A.

Wealth Advisor

Colby Goodner

Wealth Advisor

Hayley Goodner

Real Estate Advisor &
Client Services

 FAQs

  • Yes. We are legally and ethically required to act in your best interest at all times - no exceptions.

  • Yes. We provide full investment management as part of your financial plan. We primarily use trusted custodians such as Altruist and Schwab to securely hold and manage your assets.

  • If we are handling your investment management we will happily prepare your tax returns. Our preference is to handle both in tandem with our planning process.

  • No. Our goal is to work with clients that believe in our process and are a good fit for our practice.

  • We’re a great fit for people who want to simplify their financial life and have everything working together: investments, taxes, and planning.

    There are three financial rules that everyone should start with. If you’ve met these, or are working toward them, then we may be a great fit:

    1. Live below your means.

    2. Maintain a solid cash reserve.

    3. Maximize your contributions to an employer retirement plan.

    If that sounds like you, we’d love to help you take the next step.

Lets simplify retirement

No pressure. Just a conversation about where you are today and where you want to go.