Sustainable Retirement Plans: A practical way to validate your ideas, learn what's possible, and plan retirement income.

We'll walk you through the framework, blueprint your plan, and handle the details to get it done.  Your retirement runs seamlessly without the need for your ongoing participation.

If you are like most of our clients you value a well-executed plan — but don't have the time or interest to manage it day-to-day.

If you are looking for a way to simplify the big picture, take control, make the key decisions, and delegate the rest - then this was built for you.

We do our best work with people:

  • Aged 50 or better.
  • With $1 million or better saved for retirement.

Hi, I am Dan Martin, CFP®

What started as my own retirement plan might be the one for you too.

I couldn't find a plan that felt right to me, so I created one.

A plan that preserves principal and generates reliable income, with clear numbers that tell you where you stand and what to expect.

No guesswork.  No leaps of faith.  No kidding.

Learn more >>

 

 

Case Studies:

Sustainable Retirement Income

John lives off what his savings produces without spending his principal.  Here is how he did it. Learn more >> 

Early Retirement Package

Jim accepted an early retirement package without taking a pay cut.  Here is how he confirmed he was good to go.  Learn more >>

Retirement Income Plan Revision

Sue replaced her fixed income with a flexible plan designed to adapt to rising inflation.  Here is how she learned her options.  Learn more >>

How It Works:

An easy way to see if our approach might work for you – and what you can expect from your plan – before you become a client.

Step 1 – Get in Touch:  A quick call to learn more, ask questions, and decide if it makes sense to talk further.

Step 2 – Learn your numbers:  Translate the goal of a comfortable retirement into the numbers you can plan for and base decisions on.  Validate your ideas, clear up some unknowns, learn how much you need saved, and learn how your investments align with your goals.

Step 3 – Think about it:  At this point you will know what to expect from us.  So, take your time, think about it, step back - and ask more questions.  If you feel we could be the firm for you, we can get started.  If not, we'll gladly point you in the right direction.

Are you still reading?  Get in touch!  You don't have to know exactly what you want to do.  Just tell us what you have in mind, and we can go from there.