You spent a career building it. We're here to help it last.
Independent retirement income guidance for two kinds of people: those approaching or already in retirement, and business owners who've funded everyone's future but their own.
Two very different conversations.
Turning savings into a paycheck.
You've built it. Now the question is how to draw it down so it lasts — and what to do with that 401(k) still sitting at a former employer.
- Old 401(k) and rollover decisions
- Social Security claiming strategy
- Guaranteed lifetime income options
- Roth conversions and the IRMAA cliff
Building the plan you never set up.
You fund payroll, benefits, and everyone else's future. Your own plan is probably a SIMPLE IRA from a decade ago capping you at a fraction of what you're allowed.
- Plan design: solo 401(k), safe harbor, cash balance
- 2026 limits — up to $83,250, and beyond with a DB plan
- The four SECURE 2.0 credits on Form 8881
- The §199A threshold play for medical practices
20+ years advising business owners & retirees
A CPA's rigor, applied to your retirement.
Most people planning retirement income are working with a salesperson. George spent twenty years as a practicing CPA and Certified Fraud Examiner first — auditing public companies, examining fraud, reading fine print for a living. That's the discipline he brings to reading a policy or a plan document before you sign it.
- CPA (Texas & Philippines) · Certified Fraud Examiner · Certified Information Systems Auditor
- Licensed insurance agent — life insurance & annuities
- Contracted with National Life Group, American Equity, Athene, and Lafayette Life
- Two decades advising physicians, practice owners, and closely held businesses
- Based in Houston, working with clients across Texas
Two free guides. Pick the one that sounds like you.
Both are plain-English, both are free, and neither requires a phone call to get.