Who We Serve
Financial Planning for Gen X Professionals
You're 45 to 60, earning more than ever, and retirement is close enough to see, roughly 10 to 15 years out, but not so close that you want to simply react when it arrives. You're doing well, yet none of it feels coordinated, and you can't shake the sense that you overpay the IRS every single year. You'd rather get ahead of it now, while the highest-value moves are still on the table.
The challenges you're navigating
- High income meeting high taxes: serious lifetime tax drag
- Retirement is close enough to model, but the path isn't clear
- Sandwiched between supporting children and aging parents
- Old 401(k)s and scattered accounts with no coordinated strategy
How we help
We focus your peak-earning years where they count: cutting lifetime tax drag, building a clear retirement runway, and coordinating investments across every account. One fee-only plan, so the decisions of the next decade are deliberate instead of reactive. And whether you're still in New Orleans or you've moved away, we work with you wherever you are.
The tax angle
Your highest-earning years are your highest-tax years
This is the decade when smart tax moves matter most: maxing the right accounts, doing Roth conversions in the right years, harvesting losses, and setting up the withdrawal sequence that will define your retirement tax bill. The choices you make now compound for decades.
Make your highest-earning decade count
The moves you make in your 40s and 50s (tax timing, savings rate, account selection, conversions) shape the retirement you actually get. We build that plan now, while the highest-value options are still on the table.
Gen X Professionals: common questions
Ready for a plan that's actually clear?
Book a no-pressure consultation. We'll talk through where you are, where you want to go, and whether we're the right fit. (We'll tell you honestly if we're not.)