Retirement Transition Planning designed for you

Client Centered

The Retiree's Dilemma 

You have worked your entire life to get to financial freedom.

You have diligently saved and invested your hard-earned dollars to be able to leave your career and open up your time and energy to a world of possibilities.

There are primarily 4 distinct retirement planning strategies to turn your assets into reliable income for the rest of your life. Unfortunately, most financial advisors only use 1 or 2 of them and they force you to use their preferred strategy, instead of your preferred strategy. This can result in the retiree feeling like a square peg being shoved through a round hole.

The Presidio PlanTM

The Presidio Retirement Transition Plan is built around understanding how you think and your preferences towards managing risks. Then a plan is tailored to your unique personality to turn your assets into reliable income throughout your retirement years.

The Result: You will enjoy your “golden years” more when you are confident that your finances are taken care of by a plan designed for you.

See which retirement strategy fits YOU

Start Here

There are primarily 4 distinct retirement income strategies. Find out which one is best for you and your personality. Take a complimentary Retirement Income Style Awareness® assessment!

5 Key Aspects to Our Retirement Transition Plan

In a world where defined benefit pensions are almost extinct, retirement transition planning has never been more important. Retirees must now manage the investment and longevity risks that have been passed onto them. The Presidio Retirement Transition PlanTM focuses on 5 key aspects to living off your assets:

Tax Efficient Distribution Strategies

Lower your long-term tax burdens by leveraging the tricks embedded in the IRS Code.

Maximizing Cash Flow

Turning your assets into income is complex. Optimize your income stream in your retirement years.

Risk Stress Testing

Test your retirement plan against worst-case scenario events. Address the 18 risks that are unique to retirees.

Social Security Optimization

Determine when and how to begin taking social security so you can get the most out of it.

Estate Planning

Cast the maximum amount of wealth to the next generation instead of Uncle Sam.

Presidio Retirement Transition PlanTM 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
    • Discover strengths of weaknesses of your current investments
    • Identify your risk tolerance

  • Step 5

    Retirement Visualization
    • Have the conversations to create your "golden years", while considering the factors connected to happiness and fulfillment in retirement
    • Review your Retirement Income Style Awareness® Profile to help us find a retirement income plan tailored to your preferences and personality
    • Analysis of your tax return to identify possible tax savings opportunities
    • Learn about tax-efficient distribution strategies

  • Step 6

    Delivery of the Presidio PlanTM
    • Receive clear and concise action steps to create a “Presidio fortress” around your retirement
    • Review healthcare risk management, Social Security options, tax-efficient distributions, debt management, investment planning, and estate planning
    • Receive clear retirement option dates and tradeoffs for choosing earlier or later retirements

  • Step 7

    Ongoing Coaching and Reviews
    • Semi-annual meetings to review our three lanes of focus: Retirement Planning, Investment Coaching, and Tax Management
    • Monthly investment coaching webinars to address market concerns
    • Annual 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 Started

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