How It Works

Floor first. Then the life.

Essential expenses get a paycheck that does not require a forecast. The rest is allowed to be a life.

01

Expense Analysis

Essentials versus discretionary. The floor must cover 100% of the bills that do not wait.

02

Social Security Timing

Delay is a decision, not a default. We design a bridge when waiting is the higher-certainty move.

03

Guaranteed Income Design

Where a lifetime withdrawal benefit earns a place — never as the whole plan. Guarantees rest on the carrier.

The test: would this still make sense if we were not allowed to mention an annuity? If the answer is no, we will not start there.

If you want the floor, start here.

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