James Mayo, CFA®—Retirement Planning Fiduciary

I focus on working with pre-retirees and retirees to build a confident, tax-smart retirement so you can focus on maximizing your time and life enjoyment. We are a full-service planning firm. Some of our services are: • Retirement Income Planning – Make your savings last with a clear, sustainable withdrawal strategy. • Tax-Efficient Distributions – Reduce taxes on withdrawals so you keep more of what you’ve saved. Including Roth conversions. • Investment Management – Align your portfolio with your goals, risk tolerance, and time horizon. • Social Security Optimization – Choose the best time to file and avoid leaving money on the table. • Medicare Plan Support – Get help selecting the right coverage for your health and budget. • Risk Assessment & Insurance Reviews – Make sure you're protected from major financial surprises. • Estate & Legacy Planning – Ensure your wishes are carried out and your family is prepared. I’m a CFA Charterholder and fiduciary—so you can count on honest, expert advice tailored for you. Reach out for a free consultation. We’ll learn about you and explain how our firm works to see if we’re a fit.