Ron Courser, CFP®
About our Financial Advisors
We take a holistic approach to retirement planning, understanding that the decades-long process of managing a retirement requires more than only allocating investments. We specialize in the transition from working years into retirement; this is called income planning, or figuring out which accounts to get your money out of first in the most tax-efficient way possible, while considering other income such as Social Security or pensions or rental property. We also specialize in working with elder law attorneys in qualifying clients for Medicaid while protecting their assets for their estate/survivors.