Philosophy

Marc Ziegler brings his years of helping families navigate higher education pathways to retirement.  Like many good things, this pathway was brought about by the desire to help his clients.   Our approach to retirement is fairly straightforward.  We don’t use complex formulas or magic numbers, we use straightforward common sense.

Our goal is to help you understand where you stand in retirement.   If you consider your social security, pension, 401k and such as one big mass, it is simply overwhelming.  Marc works with you to separate out each method into a bucket and how to best spend down those buckets.