What We Do

We help you plan so that your Retirement Years are your Best Years.

We work with you to put together a comprehensive financial plan to provide a pathway toward your goals. Once your initial plan is created, we'll update it with periodic deep dive meetings that covers all of these topics and more:

Retirement Planning 
  • How can I figure out if I have enough money to retire?
  • How far will my savings carry me in retirement?
  • I have goals in retirement, can i afford it?
Estate Planning 
  • I need help creating a Will or a Trust based Estate Plan.
  • I have a Will but it was created a long time ago. I want to update it.
Tax Planning 
  • I want to minimize my taxes and save more of my money.
  • I want to maximize the tax benefits from donating to charities that are important to me.
  • What is a Roth conversion and does it make sense for me at this point of my life?
  • I have saved money but I don’t know how to invest it. 
  • What changes should I make to my investments so that it fits my risk profile? 
  • I have kids that will be going to college, what is the best way to save for their education?

We help you solve all of these issues and others.

Here's what to Expect working with Hive Retirement Planning:

We help answer your questions on personal finance but more importantly we help you identify the questions you didn't know to ask.

After a client signs on following the three Introductory Plan meetings we will work together to create your Comprehensive Financial Plan. We use RightCapital planning software and you'll be able to access at any time.  We also use Holistiplan to help identify tax savings strategies. 

Instead of thinking of your Financial Plan as the finished document, consider it to be a draft to be updated with the changes that life throws at us. 

Hive Retirement Planning is a fee-only financial planning and investment management firm. We have no incentive (or interest) to sell you any financial products such as life insurance or annuities, and we receive no referral fees from third parties.

We are your fiduciary and give you sound financial advice with no conflicts of interest.