How we help:

The years leading up to your retirement are a critical time. You have spent numerous years saving into retirement accounts, and the transition from saving to spending in retirement can be overwhelming. We partner with you to provide objective advice and create a comprehensive financial plan that will help guide you through the unknowns of retirement and give you confidence to live the lifestyle you desire. 

As retirement planning specialists, we analyze your financial picture to determine an appropriate time to collect Social Security, strategies to generate income in retirement, whether Roth conversions make sense for you, help you plan for medical expenses, and seek opportunities to create tax efficiencies.

Our team strives to simplify your financial life to give you peace of mind in retirement and serves as a resource to answer your questions.

How do I know if I’m a good fit?

We provide comprehensive retirement planning and work well with:

  • Individuals over age 50 who are retired or want to know when they can retire
  • Diligent savers who have $500,000 or more in savings and investments
  • Those who value a partnership with a team of financial professionals
  • People committed to long-term success and leaving a legacy
  • Delegators open to advice and new ideas
  • Outside-the-box thinkers who frame retirement on their own terms

It is a privilege to serve those who are entrusting us with their retirement. By delegating your retirement planning to a team of trusted advisors, we work to optimize your assets for long-term success.

Have questions or want to learn more? Schedule a 15-minute introductory call today!

Disclosure: Nothing herein is an offer to purchase or sell, nor a solicitation of an offer to purchase or sell an interest in any other financial instrument.  All investment strategies have the potential for profit or loss; changes in investment strategies, contributions or withdrawals may materially alter the performance and results of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client's investment portfolio. C-J Advisory does not provide tax or legal advice.