THE PRESIDIO PLAN®

Financial Plans built Presidio-Style

In the 16th century, the Spanish built fortresses called “Presidios” to defend themselves from enemies who tried to threaten their way of life. In the 21st century, we work to build your “Presidio” around you and your family with financial plans that are insulated from unforeseen events and threats. So you can enjoy life, not be scared of it.


Tax Planning

Minimize your long-term tax burdens by leveraging tax efficient vehicles.


Portfolio Management

Low-cost, evidence-based investment advice tailored to your goals, risk tolerance, and time horizon.


Retirement Planning

Create confidence that you will not merely survive retirement, but thrive in it.


Estate Planning

Ensure your documents and strategies are in place to transition your wealth to the next generation.


Education Planning

Prepare for rising education costs for your children and grandchildren.


Risk Management

Eliminate financial threats in the most cost-effective manner.

The Presidio Plan® Process



  • Step 1

    Set Up An Intro Meeting

    Schedule a complimentary introductory meeting to get to know us and our process.


  • Step 2

    Complete a Financial Questionnaire

  • Step 3

    State of the Union Meeting
    • Build your own household model in our financial planning software
    • Review your protection planning & cash flow
    • Discover strengths and weaknesses in your current financial position

  • Step 4

    Investment Coaching Meeting
    • Identify potentially destructive investor behavior mistakes
    • Learn about the academically-sound way to engineer a portfolio
    • Clearly define your true purpose for money and investing

  • Step 5

    Tax Education and Investment Analysis Meeting
    • Analysis of your tax return to identify possible tax savings opportunities
    • Discover strengths and weaknesses in your current investing strategy
    • See how your current investing strategy compares to academic research
    • Identify your risk tolerance
    • Learn about tax-efficient accumulation and distribution strategies

  • Step 6

    Delivery of the Presidio PlanTM
    • Receive clear and concise action steps to create a “Presidio fortress” around you and your family to help you reach your financial goals
    • Review insurance policies, retirement, college, estate, tax, and investment planning

  • Step 7

    Ongoing Coaching and Reviews
    • Semi-annual meetings to review our three lanes of focus: Retirement and Financial Planning, Investment Coaching, and Tax Management
    • Monthly investment coaching webinars to address market concerns
    • In-depth analysis of tax return to uncover potential tax savings opportunities
    • Receive a tax prep letter to assist you with filing your taxes correctly

Contact Us
Let's Get Startd

Schedule a complimentary phone call or introductory meeting with one of our planners to get to know us and our process.

Schedule an Intro Meeting