Financial decisions rarely exist in isolation.
Retirement, investments, income, and tax strategy influence one another over time — especially in the years leading up to retirement.
When those decisions are viewed together within a coordinated plan, they create clarity and direction. When they aren’t, even successful people can feel uncertain about whether everything is truly working in harmony.
For families within 10 years of retirement, the decisions you make now — when to retire, how to structure income, when to convert to Roth, how to coordinate with your CPA — will shape your financial life for decades.
Rather than treating investments, retirement, taxes, and legacy as separate conversations, we integrate them into one coordinated strategy designed to evolve with you over time.
We begin by understanding your goals, your values, and the life you want your money to support — then build a proactive plan that brings clarity and direction during this pivotal transition.
Who We Work With
We work with families approaching retirement who have been diligent savers and want a thoughtful, long-term planning partner.
Most of our clients are within the final decade of their careers. They’ve built meaningful assets, value steady progress over flash, and understand that the years leading up to retirement are filled with important decisions.
They don’t want piecemeal advice.
They want a coordinated strategy that integrates investments, retirement income, and tax planning into one cohesive plan.
Our clients are engaged. They prepare, they ask thoughtful questions, and they value an ongoing relationship built on trust, clarity, and implementation.
If that sounds like you, you’ll likely feel at home here.
Big Picture Planning™ Starts With Fiduciary Advice
Working with a fiduciary financial advisor means knowing your advisor is required to put your interests first — always.
At LynnLeigh & Company, our advice is independent, transparent, and free from commissions or product sales. We focus on helping clients understand how their financial decisions work together, so they can move forward with confidence and clarity, knowing every recommendation is made in service of their long-term goals.
Let’s Start with the Big Picture
If you’re looking for a more thoughtful way to plan — one that considers your whole financial life, not just individual pieces — we’d welcome the opportunity to talk.
Our conversations begin by understanding what matters most to you — and whether Big Picture Planning is the right fit for where you are today.
