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Jacob M
Verified by Warmer
CFP®, CPA
Phoenix, AZ
Styra Wealth Management
I work with people who are within about five years of retirement, or already moving into it, in an ongoing advisory relationship that runs through the transition and past it. You've saved for decades and the balances are real. What changes as retirement gets closer is the questions: how much you can comfortably spend, when you can stop working, which accounts to draw from first, when to claim Social Security, and how to cover health insurance before Medicare. I'm a CPA and a CFP® professional, and I prepare my clients' tax returns myself. The plan and the filing come from the same desk, so a Roth conversion, a withdrawal order, or an equity sale gets modeled against the return it will land on before anyone acts on it. Based in Phoenix, Arizona, working with clients across the country. Fee-only, no commissions.
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