Minimize retirement taxes
A Smarter Way to Retire Without Losing Millions to Taxes
4.9 out of 5 stars from 47 reviews
Design your future
Expert Financial Planning Tailored to You
We offer high-level financial strategies for retirement, tax savings, and legacy planning—backed by data, not sales pitches.
Assets Guided
Custom Planning
Get a personalized financial roadmap designed around your goals, income sources, and tax-saving opportunities.
CHI Strategy
Minimize taxes, grow retirement income, and build lasting wealth with our Retirement CHI Strategy.
Roth Analysis
Discover the best time and method to convert your IRA and retain more of your hard-earned money.
Featured Book
Mike’s Latest Book: Own Your Taxes, Own Your Future
If you’ve saved diligently and built substantial retirement assets, chances are you’re a prime candidate for advanced tax planning strategies. This book gives you the clarity and tools to make informed, numbers-based decisions—free from opinion, hype, or pressure.
If you’ve saved diligently and built substantial retirement assets, chances are you’re a prime candidate for advanced tax planning strategies. This book gives you the clarity and tools to make informed, numbers-based decisions—free from opinion, hype, or pressure.
Meet Mike
Nice to Meet You, I'm Mike
- CFP® with 30+ years of experience
- Speaker and bestselling author
- Independent, transparent, and product-free planning
- Traveling across the U.S. sharing retirement tax strategies
Built for Smart Investors
Why Smart Investors Work With Us
We work exclusively with successful savers who want to avoid costly mistakes and retire with clarity and confidence.
Truly Independent
We never sell products or take commissions—just clear advice with your success as priority.
IRA Focused
We specialize in high-net-worth strategies to reduce taxes and protect wealth.
Advisor Friendly
We specialize in high-net-worth strategies to reduce taxes and protect wealth.
Plan with Confidence
Our Approach to Wealth and Retirement Planning
We take the complexity out of retirement planning and deliver straightforward, actionable strategies to help you save on taxes and build a lasting legacy.
We Listen First
Personalized Strategy
No templates—just a tailored plan designed around your exact needs and opportunities.
Tax-First Planning
Tax strategy comes first because that’s where most mistakes—and savings—are made.
Easy-to-Understand Advice
Results You Can Measure
Know the impact of each recommendation with clear, measurable outcomes—not vague promises.
Testimonials
What Our Clients Say About Working With Us
Mike’s approach is unlike anything I’ve experienced in the financial space. Clear, personalized, and incredibly strategic. He helped us build a plan we truly believe in.
Sarah Thompson
As an accredited investor, I needed more than generic advice. Mike delivered a sharp, custom strategy that’s helped me grow and protect my wealth.
James Patel
Planning for retirement felt overwhelming—until I found Mike. His guidance gave me peace of mind, clarity, and a plan I can rely on.
Linda Chen
Mike is the planner other planners trust. His insights, tools, and resources are second to none—and he communicates complex ideas with ease.
David Reynolds
