Shearwater Capital
We have over 20 years of experience in working closely with physicians and their families to make sure they have sufficient income to live comfortably in retirement. Based on this experience, with the assistance of sophisticated financial planning software, we design a retirement savings strategy tailored to your unique financial situation. At retirement, we help optimize the timing and tax efficiency of your post-retirement withdrawals. Our goal is to ensure a sustainable retirement income so that you can enjoy your retirement without financial concerns.
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Jeff Brown at Shearwater Capital is smart, professional, respectful, patient and kind.
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