One Team. One Plan.
We build and execute customized retirement plans to help
navigate any financial terrain.
What we do.
From tax codes to trusts, Social Security to spousal protection, capital gains to charitable giving, and liquidity to legacy, we integrate every financial goal into one comprehensive plan to help power your decisions.
Foundational education.
At C2, every client relationship begins with education. We believe an advisory relationship is not just about monetary success; it is about helping to reduce fear and anxiety as you age. That can only happen through financial literacy and an understanding of the key levers within a retirement plan.
Family office services.
We provide more than just asset management: our approach is built on family office style services. Through our affiliated CPA firm, affiliated insurance agency, and exclusive partnerships with estate planning professionals, we offer services typically reserved for ultra-high-net-worth individuals to all of our clients.
Comprehensive planning.
Our process integrates advanced tax strategies, risk mitigation, income optimization, charitable giving, and estate planning techniques to align every financial decision with your goals. Our team runs hundreds of iterations to craft a plan not just for one year, but for the course of your lifetime.
One dedicated team.
Behind every plan is a coordinated team of professionals—advisors, CFP® professionals, tax specialists, insurance agents, CPAs, and estate partners—working together to power its execution. Each brings expertise and precision to ensure your personalized plan is executed.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.