— Work With Me
The Define Financial Team
We have had Define Financial as our Financial Advisor for over 2 years. I am very impressed with their attention to detail and overall approach to ensuring our finances are managed appropriately. They are ensuring I am paying the least taxes, as well as keeping my nest egg appropriately invested. I can ask any question about all aspects of my wealth management and they will find the answer. I have full confidence in their team. ~ Letch K.*
After helping hundreds of retirement savers over the last 20 years, my team and I have learned something important:
Retirement planning is not just a math problem—it’s a decades-long transition, full of moving parts that all have to work together.
And the people who thrive in retirement don’t necessarily have the largest portfolios—they have a clear, coordinated process connecting every piece of their financial life.
That’s exactly why we created the Total Retirement System™, a proven 4-step process built to give you clarity, confidence, and, perhaps most importantly, a plan that adapts with you over time.
The Total Retirement System™
Lower Taxes | Invest Smarter | Maximize Retirement Income
The testimonials appearing in this video were provided by current clients of Define Financial LLC. No cash or non-cash compensation was provided in consideration of their testimonials. The sentiments expressed by such clients may not reflect the sentiments of all clients of Define Financial LLC, and we encourage you to independently evaluate Define Financial LLC based on additional criteria that you deem appropriate.
Your Free Retirement Strategy Session
We specialize in retirement and tax planning for people age 50+ who have accumulated a nest egg of $2 million or more.
If that's you, and you want to:
- Lower lifetime taxes
- Build a flexible, dependable income plan
- Optimize investments while protecting your lifestyle
- Ensure your wealth supports both your life and legacy
...the first step is simple.
Schedule a Free Retirement Strategy Session (45-min).
In this call, we’ll learn what matters most to you, answer your biggest questions, and show you how our team can improve your plan, optimize investments, and lower taxes.
*Define Financial has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.