Concierge Team

Your own private concierge will take care of the things that you don’t want to.

Leave the paperwork to us

We can track down the paperwork for you, so you can focus on what’s important. Financial planning is a lot of work! That is why so many websites give you quick calculators. But, these are very unsophisticated tools that often don’t answer your questions. We think you deserve better. To help you out, we can provide a concierge to track down your information for you, from long forgotten 401k accounts to insurance plans.

We make retiring easier

We can also go a step further when you retire and fill out a lot of paperwork for you. Retiring is not easy. There are a lot of forms to sort through. But, our experts can take care of this for you if you want. You’ve earned it.

Here is a sample of the services our concierge team can provide you:

  • Enroll in Social Security Benefits
  • Enroll in Medicare Benefits
  • Find Supplemental Health Insurance
  • Consolidate Financial Accounts
  • Manage Required Minimum Distributions
  • Withdraw from 401(k) Plans

We also like making people happier

We find experiences that we think you’ll enjoy. Once you become member, we want to get to know what you like to do. Your hobbies. Passion. Dreams. We then go out and curate experiences for you, which you will receive over email and can add to your financial plan if you are interested. That includes everything from volunteering opportunities to obscure adventure trips and where to stay and eat. We’re in the business of helping people bring their dreams to life.

Let us know how to get in touch with you.