Start with purpose.

Build the plan around it.

Hi, I’m Kevin.

I’m a retirement planning nerd who helps frugal savers with a tax problem retire confidently.

My work focuses on simple, evidence-based planning and smart withdrawal strategies—so you can retire without worry.

Also: husband and dad.

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Give your

money purpose.

Great planning isn’t just ROI.

It’s aligning dollars with what matters and using tax-smart income to sustain it.

Less noise. Clear priorities. Confident decisions.

 
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Make decisions that outlast you.

My goal is to help you take control of your money and become clear on what matters to you the most — so you can live your life with purpose and make an impact that outlasts you.

Do you have money questions? Let’s chat.

There’s no sales pitch.