You're approaching retirement. Here is what changes when Brad is the one helping you plan it.
Not another explainer on withdrawal rates and Medicare deadlines. This is what it actually looks like to work through the decisions with an advisor, one conversation at a time, on your timeline.
"Most people who reach out already know the general shape of their number. What they want to see is how the pieces work together once the paycheck stops."
— Brad Blackburn, Dyadic Financial Management
hear it from Brad
If you're approaching retirement, here is how I would actually work with you
A short, direct conversation. No pitch, just what the first few weeks look like.
This is what we would actually be doing
Two of our services map directly to retirement. The rest are in practice there if your situation calls for it.
Retirement planning
Coordinating income sources, timing, and tax exposure as you move from earning to drawing down.
Learn more →Distribution planning
Sequencing withdrawals to manage the tax impact of every dollar you take out.
Learn more →Not sure you are ready to commit to a full Audit? Start smaller.
A 15-minute Fit Call is a short, no-pressure conversation to see whether this is the right kind of help for your situation. No forms, no obligation.
Or call 803-708-4727, Monday to Friday, 9 to 5.
full-time fiduciary
Whose side are we on? Yours.
We serve as a fiduciary in advisory relationships. Through LPL Financial we operate independently, so what we recommend is what we believe is right for your situation. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Not sure we are the right fit?
That is a fair outcome of a first conversation too. We would rather tell you plainly than take on a relationship that is not a good match.