Virtual financial advisors with heart
Retire Before 65
with Early Retirement Financial Planning.
Pursuit Street Advisors helps individuals and families pursue early retirement through tax-smart financial planning, investment management, and long-term wealth strategies.
The best financial plan is yours.
★★★★★
“…not only thorough and dependable, but they also bring a thoughtful, personable touch to financial planning…”
—Brooke F.
★★★★★
“…extremely knowledgeable and savvy on all financial related aspects, but also easy and enjoyable to work with…”
—Aaron P.
★★★★★
“…very on task, timely and organized. I highly recommend for their honesty, high level of knowledge and patience….”
—Phebe B.
Financial planning beyond traditional retirement.
Most financial advice is built around one default timeline: work for decades, save consistently, and retire someday. But if your goal is to make work optional before 65, you need a plan built for that reality—not a generic checklist.
At Pursuit Street Advisors, we offer personalized early retirement financial planning to help you lower taxes, invest smarter, and feel confident about what’s next.
Lower taxes.
Invest smarter.
Make work optional.
Lower Taxes
Taxes touch nearly every financial decision you make. We help you look ahead, spot opportunities early, and build a plan that aims to reduce unnecessary taxes over time.Invest Smarter
Traditional investment plans focus on benchmarks. We build personalized strategies using detailed cash flow planning and evidence-based investing to bring your vision to life.
Generate Reliable Income
Early retirement takes more than savings alone. It requires an income strategy you can trust to support your lifestyle, regardless of what the market does.
Early retirement financial planning is different.
Early retirement financial planning comes with questions many other advisory firms barely address:
- Accessing retirement funds before 59½
- How to bridge the gap to Medicare
- Properly sequencing withdrawals
- Living fully now, while protecting your future
Our planning process starts with your values and vision. Then, we address every aspect of your financial life, from your investments and cash flow to your taxes, retirement, estate, and insurance.
The Pursuit Street difference.
Your financial life is connected. Your plan should be too.
At Pursuit Street Advisors we focus on meeting the only benchmark that matters, your success.
Ongoing Financial Advice
Annual check-ins with surface-level advice don’t cut it anymore. We provide the ongoing financial guidance you actually need.
Investment Management
We don’t just invest your funds and leave the rest to the markets. Instead, we strategically align your investments with your goals.
Proactive Tax Planning
Our proactive tax planning is part of every financial planning strategy, not just an afterthought. Your goal is building wealth, not tipping the IRS.
Retirement Planning
Our team helps you define your ideal retirement and creates a personalized strategy to achieve it, adjusting as your life and goals evolve.
Life Planning
Financial planning isn’t about spreadsheets and investment returns—it’s about maximizing your life. We focus on what matters to you.
Tax Preparation
We keep you compliant with the IRS and get you through April 15th. But why just survive tax season when you can use it to your advantage?
Our flat-fee membership is designed to save you money.
We charge one low quarterly fee for the most comprehensive financial planning services we know of. For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings with your advisor to keep you on track and your plan current
- Risk mitigation strategies to protect your wealth and your family
- Access to discounted 1040 tax preparation and filing from our CPAs
Start planning your best life today.
Your dream life is waiting. At Pursuit Street, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
1. Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
2. Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
3. Build your plan.
We’ll help you build a tailored roadmap so you can live your best life.
Your frequently asked questions, answered.
How are you actually different from every other advisor claiming to be "unique"?
We don’t believe in one-size-fits-all financial advice, we build your plan around your life, your goals, and what matters most to you.
Starting with your values, we help you define a clear vision for the future, build a strategy to support it, and meet quarterly to keep everything on track as life changes. If you prefer to keep your investments where they are, you can. And it’s all included for one flat fee.
Your flat-fee structure sounds too good to be true. What's the catch?
There’s no catch. Our annual telewealth membership fee covers the planning and service we provide, so you never have to move your investments to work with us if you don’t want to.
What if my goals or circumstances change and I need to adjust my plan?
We believe financial planning is not a one-time event—it’s an ongoing process. Much of the value of working with a financial planner comes from having support as life changes, decisions arise, and new opportunities or challenges come into focus. We continually adjust your plan to reflect your life as it unfolds. Using a real-time aggregation system and detailed, accurate data, we build plans and processes that help you live well today while planning responsibly for tomorrow.
Do your advisors have any credentials beyond the bare minimum required?
Yes. Our advisors are certified professionals with extensive experience in comprehensive financial planning. We have Certified Financial Planners, CPAs, IRS enrolled agents, Chartered Financial Analysts, and licensed insurance specialists. We also have partnerships with estate planning attorneys.
You promise quarterly meetings, but will I really get face time with my advisor?
Absolutely. As a Pursuit Street Advisors client, quarterly virtual meetings with your dedicated advisor are a cornerstone of our service. Your membership also includes unlimited email access throughout the year for questions and help implementing your plan.
Does Pursuit Street manage investments? Can you help with my investments?
Pursuit Street does manage investments. While we don’t require you to invest assets with us, most of our clients choose to. We charge an annual fee based on the assets we manage, which covers all of the trading fees and expenses of managing your assets (this is called a “wrap fee” in industry jargon).
Our advisory fee can range up to 1.50%.
While we do not have any investment minimums, most of the people who invest with us have built portfolios of at least $250,000+ (excluding current employers 401(k) if under age 59½, real estate, and 529 plans) and are ready to delegate. We ask to manage all assets that are available for direct management so we can deliver advice that’s fully integrated across your financial life.
Where are my investments held, and how can I view them?
For your safety and convenience, Pursuit Street Advisors uses Fidelity Investments or Charles Schwab as third-party custodians for our client investment and retirement accounts.
Fidelity administers more than $12.6 trillion in assets for more than 50 million retirement savers.
Schwab administers more than $9.41 trillion in assets for more than 36 million retirement savers.
As our trusted custodians, Fidelity and Schwab safely hold your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed at any time at www.fidelity.com or www.schwab.com.
How is early retirement financial planning different from traditional retirement planning?
Traditional retirement planning usually assumes you’ll stop working after age 59½ and closer to 65 when you can rely on Medicare, Social Security, and standard account withdrawal timelines. Early retirement financial planning has to solve for a longer retirement, tax-efficient income, healthcare before Medicare, and how to access investments before 59½ without unnecessary taxes and/or mistakes.
Start building a plan for what comes next.
Our advisors are ready to show you how you can align your wealth with your values. Book a meeting now and take your first step towards financial freedom.
How close are YOU to
work optional?
→ Personalized Video Using Your Answers
→ Discover how much you actually need to make work optional
→ Find out what’s holding your wealth back (and how to fix it!)