Here are the answers to the most frequently asked questions we receive.
How are we different?
- We focus almost exclusively on retirees or near-retirees (within 5 years). We understand running out of money is not an option, but leaving behind a mattress stuffed full of money isn’t winning the game either. As it is with most things in life, balance is key. Aaron Sipherd has put his Certified Financial Planner designation to good use for two decades in helping clients retire and stay retired.
- We don’t play tax experts on TV (or on our website and marketing materials), Aaron is a CPA in real life! He has specialized in tax for over 20 years, prepared thousands of tax returns, including other CPA’s tax returns! Our tax saving strategies are updated every year to take advantage of the most recent tax law changes.
- We provide convenience and professional coordination of investment management, tax preparation and planning, retirement planning, and estate planning assistance under one roof by our professionals.