Who I help
Real attention, whatever the size of your account.
Most of the people I work with are nearing or in retirement. Many are teachers, professors, ministers or nonprofit workers. All of them deserve plain answers.
Nearing retirement
Five to ten years out, with big decisions ahead.
Read moreAlready retired
Keeping your income steady and your affairs in order.
Read moreEducators and clergy
Teachers, professors, ministers and nonprofit staff.
Read moreOverlooked by other advisors
Modest savings, and real questions that deserve real attention.
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Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide