I’m Jared Kline

Certfied Financial Planner®, Enrolled Agent (taxes!), P&G Retiree

I help P&Gers (Proctoids) and retirees build a tax-efficient paycheck in retirement so that you can focus on enjoying retirement doing the things you love whether that is consulting, purpose-driven non-profit work, traveling, or watching the grandchildren grow.

How We Work

First, we get to know you - your goals, your numbers, and what retirement looks like to you.

Next we build a financial plan that shows exactly how your retirement paycheck will work.

Then we take care of the rest: moving accounts, using NUA for company stock, setting up distributions, filing your taxes, and staying connected as often as you need.

How To Start

Schedule a quick intro call with me. If it feels like a good fit, we’ll likely meet in person or over video to dive deeper. There’s no pressure - just a clear look at what your “retirement paycheck” could be, how our fees work, and a personalized plan that maps out how we’ll help you reach your goals.

Meet the Team

We’re a team of three CFP® advisors managing about $300 million. While we could have a larger staff, we believe three is the right number - it keeps us accessible, collaborative, and efficient. You’ll have direct access to us, not a switchboard. No big office. No bureaucrazy. Just a focused team, low overheard, and more value to you.

How We Get Paid

We are a fee-only advisory firm, compensated solely through a transparent assets under management (AUM) fee. That means no commissions, no hidden incentives, and no kickbacks—ever. We don’t receive 12b-1 fees or payments from mutual fund or insurance companies. Our only priority is you, and our fee structure is typically more competitive than most firms.

We keep it simple. We are CFP(r) professionals. We build you a financial plan, invest your money and do your taxes so you can enjoy retirement life. Then we meet whenever you need to meet, for whatever financial question arises. We worry so you don’t have to.