Retire with Clarity, Confidence, and a Plan that Puts You First

We help bring insight and peace of mind to your retirement picture. No confusing jargon, no sales pressure, just smart, personalized advice from people who care.

You’ve worked hard to build your nest egg. Now you want to make sure it lasts and that you’re making the most of it.

At Equilibrium Financial Planning, we specialize in working with people who are nearing or already in retirement and want a clear, personalized plan for what comes next. That means helping you understand how much you can spend, when to take income, how to reduce your tax bill, and how to feel confident that everything’s working together so that you can spend less time worrying and more time enjoying life.

We are proud to serve as a fee-only fiduciary.

This means we are compensated solely by the fees you pay for our advice and services. We do not accept commissions or incentives from third parties, nor do we sell financial products. Our fee-only structure eliminates conflicts of interest and ensures that every recommendation we make is based entirely on what’s best for you and your financial goals.