Tenon Financial LLC
I focus on helping you make the most of your retirement resources. My specialty is tax-efficient retirement income planning, aka decumulation planning...how to best live off your nest egg and other sources of retirement income. I take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. My holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. And overarching all of that is a focus on tax minimization.
I provide ongoing retirement planning and investment management. Unlike most advisors, my fee for ongoing service is not a percentage of your investable assets.I feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, my fee is a fair and transparent fixed annual amount.