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Are you a do-it-yourself investor who manages your own investments and wants a second set of eyes to look over your plan?  I can help you.

Are you working with a financial advisor or robo-advisor and want a second opinion?  I can help you.

Do you need help designing a retirement income strategy that will meet your goals and reduce the three big risks faced by retired investors: Sequence of Returns Risk, Longevity Risk and Inflation Risk?  I can help you.

 As a Chartered Retirement Planning Counselor®, I provide Fee-Only Retirement Planning Advice and follow a Fiduciary Standard.  This means I always put my client’s interests first and am only compensated by my clients directly.  I will help with asset allocation and investment strategy but do not recommend specific investments. Further, I never take custody of my client’s assets. 

What I can do is help you prepare for and live in the Distribution Phase, when you must live off of the savings you’ve built up over the years and your other income sources in retirement.  I can help you develop a Retirement Withdrawal Plan that is consistent with your needs, attitudes and desires for taking investment risks and seeking returns.  I can even help you establish a regular “retirement paycheck” designed to meet your spending needs.

Want to learn more about our services?

Contact Kevin Lyles at

Planning: Services


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