We tend to work best with people between 50 and 75 who have worked hard, saved well, and are now trying to figure out how to make it last. Many of our clients are healthcare professionals, small business owners, or people who spend part of the year in Florida and part of the year up north and want an advisor who personally understands what that life looks like. Willie lives it himself, spending most of the year in Largo, Florida and summers in Ohio.

Most people come to us with one of a few things on their mind. Maybe they have a 401k that needs to be rolled over, questions about when to take Social Security, or a growing concern that their taxes in retirement could be higher than expected and nobody has a plan for that yet.

That's where Willie comes in. Before financial planning, Willie spent years coaching tennis. He'll tell you the two jobs aren't that different. A good tennis coach sees what the player in the middle of the match can't always see. He spots the patterns, builds the strategy, and makes adjustments so everything clicks together. That's exactly how Willie approaches financial planning. His job is to get your CPA, your estate attorney, and your financial plan all working from the same playbook so nothing falls through the cracks and you can stop managing the pieces and start actually enjoying retirement.