Comprehensive, Fee-Only Retirement Planning
Helping clients achieve retirement confidence and peace through reducing taxes, increasing retirement income, and freeing up time.
Our mission is to help you steward your time, experience/talents, and financial resources to help you live a truly fulfilling retirement.
The Stakes Are High
For decades, you’ve worked hard, saved diligently, and navigated your finances with care, all to prepare for this next chapter—your retirement. This is your chance to embrace financial freedom and focus on what matters most to you:
- Pursuing passions like travel, volunteering, or starting a new venture
- Spending quality time with loved ones
- Exploring new opportunities, whether it’s continuing your career, pivoting, or enjoying a well-earned rest
But what if life throws you a curveball? Unexpected challenges—whether physical, mental, or financial—can leave you wondering if you’re truly prepared for the future.
The Uncertainty of Retirement
Even with years of preparation, many retirees face pressing questions like:
- What happens if the stock market drops significantly?
- Will inflation erode my savings?
- How can I minimize federal and state taxes on my portfolio?
- Is Social Security going to change?
- How do I turn my investments into sustainable income?
- What about rising medical costs or long-term care?
Without clear answers, these concerns can lead to one of two outcomes:
- Running out of money too soon, forcing a reduction in your lifestyle
- Playing it overly safe, leaving unused financial resources that could have enriched your life
You Don’t Have to Navigate This Alone
We help you answer these critical questions, ensuring your financial strategy aligns with your goals and dreams for the years ahead. Together, we’ll transform uncertainty into confidence, so you can enjoy every moment of this new stage of life.
How We Can Help You Achieve Your Goals
You deserve to retire with peace of mind and a sense of purpose.
Our goal is to help you get there!
Create a Retirement Plan that Works for You
We'll craft a personalized plan that ensures your savings last throughout retirement, so you can spend more time enjoying the things that matter most -- like family, travel, and hobbies.
Grow and Protect Your Investments
We'll manage your investments with a focus on steady growth, balancing risk, and helping you stay on track to meet your retirement goals.
Make Financial Decisions Based on Your Values
Our approach to financial planning isn't just about the numbers -- it's rooted in wisdom and stewardship. We'll help you use your money in a way that honors your values and supports your desire to give back.
What We Do For Our Clients
3 key services We Provide to help our clients steward their retirement years well so that they have peace and confidence.
#1
Financial Planning
Through financial planning, we help you address key retirement questions such as how much to spend each year, preparing for retirement healthcare and long-term care costs, addressing inflation, how to live off an investment portfolio, and where to pull funds from to cover living expenses (IRA first? Roth IRA? Taxable brokerage?).
#2
Tax Planning & Preparation
Did you know that the IRS and state government plans on taking about 25 – 30% of your retirement account assets in taxes? Did you know that someone with a $1.5M retirement portfolio primarily in 401ks and traditional IRAs can expect to pay over $1M in taxes during a 30 year retirement? There are strategies that can help you keep more of your hard-earned investment dollars.
#3
Investment Planning & Management
Your investment portfolio is the primary vehicle for you to achieve your goals. The requirements placed on an investment portfolio in the retirement stage are different than in accumulation stage. It’s critical to have a solid investment plan that is designed to weather a variety of economic conditions. We help you establish an investment plan tailored to your goals (and values) as well as manage and monitor the portfolio to keep your plan on track.
What Our Clients Are Saying
Why Choose Simply Steward
Stewardship Focus - Helping You Live a Fulfilling Retirement
Imagine a fulfilling retirement where you have the time and financial freedom to pursue what matters to you – whether that’s travel, family, or volunteering with or giving to causes close to your heart.
That’s what we help you achieve – with tailored retirement planning that gives you the freedom to live your best life.
A Personalized, Simple Approach to Financial Planning
Retirement planning doesn’t have to be complicated. We’ll break down the process into simple steps, making it easy for you to understand your options and make informed decisions.
Trust and Integrity Every Step of the Way
At Simply Steward, we build lasting relationships with our clients. Our laid-back yet professional approach ensures you’re comfortable throughout your financial journey. You’ll never feel overwhelmed or pressured. Just clear, honest advice from someone you can trust.
