We help people with $1M+
grow and protect their money in
a tax-efficient way.

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Common Questions We Answer

If you have financial questions like these — or any others — let's visit.

What do I do with my 401(k) when I retire?

How much money can I spend per month in retirement?

How long will my money last?

How do I protect my money from stock market crashes?

What happens to my money when I pass away?

How can I save money on taxes in retirement?

How do I turn the sale of my company into a retirement income stream?

How We Help

Retire with MERIT

You’ve earned your retirement through years of hard work and wise choices — and it deserves a plan built with equal dedication and excellence. By helping you Retire with MERIT, we deliver a comprehensive strategy that can put you on a path toward enjoying the rewards of all you’ve achieved.

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merit-M

Medicare / Medical Planning

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Estate Planning

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Risk Management

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Investment / Income Planning

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Tax-Efficient Planning

Who We Help

Are we a good fit for your financial needs?

Not every financial advisor is right for everyone, and that’s OK. We work best with individuals who share our values and are ready to take thoughtful steps toward a more secure future.

Ideal Candidates to Work With
Retirement Risk Managers Are:

step-1

Coachable
 

You’re open to professional insights and willing to collaborate to build a tailored financial plan.

step-2

Financially
Prepared

You’ve worked hard to save and are ready to invest significantly in your retirement strategy ($1 million or more in investible assets).

step-3

Focused on the
long-term

You value stability over risk and are committed to making choices that support your financial goals for years to come.

Who We Are

Watch Your Retirement Take Shape

What if planning your ideal retirement felt less like guesswork and more like a guided journey? On the “Talk Money with Ken” YouTube channel, we tackle your big questions — how to make your money last, outsmart taxes, weather market storms and much more — with strategies that are as practical as they are powerful.

Check Out Our Latest Video

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