Mark & Jenn finally have a
tax-smart retirement plan.
They started by getting a
Free Retirement Assessment™
Named #2 Financial Advisor in U.S.
The Investopedia 100 spotlights the top financial advisors in the U.S. based on reach, community influence, and commitment to fostering financial literacy. On July 11, 2022, Taylor Schulte was awarded the #2 spot for calendar year 2022. View Disclosures.
You're Age 50+
You have $2 million (or more) in retirement savings.
But you have questions...
"How do I turn my
nest egg into a paycheck?"
"How can I reduce
my taxes in retirement?"
"Are my investments
suitable for retirement?"
Interested in Working
Together?
Get started in three easy steps:
Step #1
Get Your Free Retirement
Assessment™
Learn how we can help you lower taxes
and improve retirement success.
Step #2
Think About It!
Review your Retirement Assessment and
determine if we're the right fit.
Step #3
Personalized Ongoing
Advice
Hire us do the heavy lifting so you
can enjoy retirement!
-Success Stories-
Retirement Planning
Case Studies
Case study #1
Work Optional
Mark and Jennifer don’t have a set retirement date.
Not because they can’t retire—because they’re not sure when (or if!) they want to stop working.
Mark is a tenured professor and Jennifer is a respected physician. They both enjoy their careers. Their work adds value and meaning to their lives...
-The Define Financial Difference-
The Define Difference
Experts in helping people aged 50+ lower taxes,
invest smarter, and maximize income.
What you get:
- Transparent Pricing
- Customized Retirement Advice
- Fiduciary Financial Advisor
We will never:
- Charge Hidden Fees
- Recommend Cookie-Cutter Solutions
- Hide Conflicts of Interest
-About Us-
Define Financial
Award-winning CFP® Professionals helping
retirement savers aged 50+:
- Lower Taxes in Retirement
- Manage Investment Risk in Volatile Markets
- Create Tax-Efficient Income
The 7 Biggest Mistakes to Avoid
When Hiring an Advisor [FREE Guide]
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