top of page

Turn What You've Built Into A Reliable Retirement Income 

Tax-aware financial planning for those approaching retirement- designed to help you make confident decisions about income, taxes, and long-term financial security. 

30-minute conversation.  No pressure.  Clear Next Steps

8c50ebd1-1ada-4941-aed5-d138842d3bd0.jpg
Registered Investment Adviser  | Serving a limited number of households   |   9+ years of experience   
No commissions. No hidden fees. No unnecessary complexity. 

Just clear advice based around your best interest.

You've built

meaningful retirement savings and want to use them efficiently.

You're thinking

about how to utilize your assets to their full potential.

You want

clarity around taxes, Social Security, investment strategies, and legacy options.

Who This is Designed For

Simple, Transparent Pricing

I work with no more than 45 households.

  • A flat annual fee of 1.3% on assets I manage for you, billed monthly. 

​​

  • No upfront fees or lockups.

​​

  • No cancellation charges. â€‹â€‹

  • No hourly billing.

​​

  • Full investment management and planning decisions. 

​​

  • Ongoing access for questions and planning decisions

This is designed to support thoughtful , long-term advice without relying on volume or turnover. 

​What this includes:

✔ A retirement income strategy designed to make your assets last
✔ Tax-aware investment management to reduce unnecessary drag
✔ Social Security timing decisions optimized for your situation
✔ Guidance on pension elections and major financial decisions
✔ Ongoing advice whenever questions or changes arise
✔ Full investment management and portfolio oversight

 

Every part of your financial life is coordinated — so your investments, income, and tax strategy work together as a cohesive plan.

​​

Let's Talk About Your Situation

A short conversation to understand where you, what decisions are ahead, and how you want your life to look like is easy to do. 

Advisory services are offered through Champion Method LLC, an investment adviser registered with the state of New York. Advisory services are only offered to clients or prospective clients where Champion Method, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

bottom of page