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Comprehensive Retirement Planning

with a Tax Efficient & Fiduciary Focus

Top Problems We Help Clients Solve

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Learn more about how you can best secure  your money during your retirement.



10-Step Layoff Survival Guide

Download this special guide that lays out some easy-to-follow steps that could show you more choices and flexibility than you thought you had. 



No matter whether you are retiring soon or already enjoying your retirement years, having a
written comprehensive retirement plan that focuses on income, investments, tax planning and
more can give you the peace of mind to know that your retirement will be the best it can be.

Our personalized, comprehensive tax-focused retirement planning strives to: 

  • Help you have an income stream you won't outlive 
  • Reduce income taxes to leave more money to maintain your lifestyle 
  • Help protect your assets for you and your loved ones
  • Provide a plan for the 'what ifs' in life 
  • Help you live the life you deserve free of financial worry


What Should I Do With My Old 401(k) or Employer Plan?

5 Minute Retirement Quiz

Take 5 minutes and receive a FREE Report providing you with guidance and a renewed sense of confidence about your financial future.

take the quiz

Take 5 minutes and receive a FREE Report providing you with guidance, direction, and a renewed sense of confidence about your financial future.

Investment Junk Drawer

Does your investment portfolio look like a junk drawer? Have you lost sight of the big picture? Click to learn more.

Learn More

Schedule your 15 minute phone strategy session to speak to a financial advisor Are you ready to retire?

Or are you looking for financial planning after retirement? Schedule your 20 minute phone visit to speak to a financial advisor.

SCHEDULE NOW


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Get started now with a fiduciary

As a CPA, Comprehensive Retirement Planner
and Certified Estate Planner, Linda Gardner
and her team will help you design a
more financially secure retirement!


TODAY is the day to take the first step.
TODAY is the day to ensure your future.
TODAY is the day to start creating your comprehensive retirement plan! 

After all, it is
Your Money and Your Retirement!

Schedule your 15 minute phone strategy session with Linda Gardner




National Ethics Association 


National Institute of Certified Estate Planners

Master Elite Advisor with Ed Slott