The Pre-Retiree Program

A financial and retirement preparation program designed for people who are age 55 & up, our Pre Retiree Program is built to make high-end planning accessible.

  • Financial Planning

    For most American workers, their 401(k) represents their biggest asset towards funding retirement. Making the proper investment decisions in the “home stretch” of your career are of key importance.

  • Tax Preparation & Planning

    We can handle your tax preparation, but more importantly we can help structure your retirement income to be as tax efficient as possible. From Roth conversions to rental properties, we can handle it.

  • Comprehensive Planning

    Together we will work through the pillars of planning to help you prepare for the life that you want in retirement. Everything from career decisions, healthcare coverage, finances, to Social Security.

Richard Heckard, CPA

“Our practice is founded on not only providing the best comprehensive financial planning you can find, but also making it accessible and user-friendly. In our financial life, the handful of years before retirement are so important. If you get those years right, take the proper steps, and get your finances and taxes in order, you’ll be setting yourself up for a successful transition into that next phase of life. Helping people maximize the last few years of their career, make wise financial decisions, and see them enter retirement in a great place… that’s exactly why we do this.”

~Richard