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Wondering when you can retire?
We can help with that.

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Pre Consultation Worksheet

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Seneschal Firm Brochure

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Tax Cuts and Jobs Act Guide

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Retirement Calculator*

Here’s a fun tool you can use to help determine how close you are to financial independence. An advisor’s reminder: simple tools like this one give simple answers, so after test driving our retirement calculator, give us a call for a more in-depth assessment.

Questions? Contact Us

Will you have the resources you need to retire comfortably?

*To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Advisor's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Advisor, or from any other investment professional.


Giving Back

The websites and organizations below represent resources for our clients and friends as they seek to contribute to a better world through financial support and volunteer time.