Broker Check
About Us

Retirement Planning For A Flat-Fee

We work exclusively with Pre & Early Retirees. We understand all the ins and outs that are unique to retirement planning because we’ve been down that road hundreds of times. We provide education, guidance, advice and solutions across your entire retirement plan. Portfolio Management, Tax Planning, Distribution Planning, Risk Management, Social Security, Medicare, and more all for one flat-fee.


A Better Fee Structure

The Financial Services Industry has always done things the same way. But just because that’s how it’s always been done, doesn’t mean that’s what’s best for you. 

Rather than charging 1% of your money, we believe a Flat-Fee model is much better. We provide the same level of service to all clients, whether they have $500,000 or $5,000,000. Why should one pay more than the other just because they have more money? And why should we get to increase our fee just because the stock market is up if we are providing the same service?

We clearly define a flat-fee for each client based on your unique planning needs. One where you get value that far exceeds the fee and where we are still profitable. A true Win/Win.

Why Us?Work With The Best

Every client receives a comprehensive plan for their retirement. This will act as the roadmap for all our future decision making. However, life will inevitably happen, plans will change, the stock market will move up and down, congress will change tax laws… so your retirement plan will need to evolve with it. 

Our ongoing planning and investment management is built to continue to serve you as life changes and help you make all the necessary decisions along the way without increasing your fee.


Retirement Planning

We incorporate every aspect of your finances into your planning and using our software, show you exactly what your plan looks like.

Learn more


Proactive Tax Planning

Taxes will likely be your largest expense in retirement. Rather than be reactive, we proactively implement strategies to reduce your lifetime tax bill. 

Learn more


Retirement Portfolios

Your portfolio is the engine powering your entire retirement. We make sure you have the protections, income, and growth to sustain a 20+ year retirement.


Learn more


Estate Planning

We make sure the money you worked hard to save up is protected and ends up with the people you care about most in the most tax efficient way possible. 

Learn more


Income Insulation

We take every client through our Income Insulation process to ensure you always have the income you need in retirement.

Learn more


A Client-Centered Approach

Most firms start and end with investment management. Tenet Retirement lets your retirement vision drive everything while your portfolio provides the power. 

Retirement planning is unique. Unlike financial planning during your career, planning as you approach and enter retirement comes with several major decisions. And those decisions impact every other aspect of your retirement plan. It’s important to understand those consequences, both good and bad, while making those decisions. 

The biggest threat to your retirement plan is what you didn’t realize you didn’t know.

Contact UsLet’s Custom Build Your Retirement

The first step is to schedule a quick 15-minute Discovery call to see if your situation lines up with our expertise. As always, there is never any obligation for you.

Talk with an advisor