Retirement planning that brings everything together.
Bringing your investments, taxes, retirement income and Social Security together into one coordinated plan.
OUR APPROACH
A Coordinated Approach to Retirement
The decisions you make approaching retirement can have an impact for years to come. We help coordinate your investments, taxes and retirement income so you can make those decisions with the bigger picture in mind.
WHAT WE DO
Bringing the Pieces of Retirement Together
Retirement Planning
Overall retirement roadmap, including Social Security and broader estate/legacy considerations.
Investment Management
Strategic, tax-aware investments aligned with your goals.
Tax Planning
Roth conversions, withdrawal sequencing, capital gains, RMDs.
Retirement Income
Social Security, pensions and portfolio withdrawals.
WHY ALIGNED
What Makes Us Different.
CLIENT PORTAL
Are You a Current Client?
ABOUT TREVOR
Retirement Planning With a Tax Perspective
I founded Aligned Retirement Planners to help individuals and families navigate the financial decisions surrounding retirement with greater clarity and confidence.
Retirement planning is about more than investments. Taxes, Social Security, retirement income, estate considerations and your investment strategy all affect one another.
As both a CPA and financial advisor, I help bring those pieces together into one coordinated plan. My goal is to keep the process straightforward and personal, helping you understand your options, make informed decisions and stay on track as life changes.
Trevor Smith, CPA
FOUNDER & FINANCIAL ADVISOR
WHO WE HELP
We work with individuals and families approaching retirement or already enjoying it.
Approaching Retirement
Looking to make smart decisions as retirement gets closer.
In Retirement
Looking for ongoing guidance with investments, taxes and retirement income.
Looking for More Coordination
Wanting investments, taxes, income and estate considerations to work together.
Let's Align Your Retirement Plan
Every financial plan starts with a conversation. Tell us a little about where you are today and what you’re working toward, and we’ll see if we’re the right fit to help.
