As fiduciary advisors with investment and tax expertise, we help you build a retirement strategy that seeks to reduce taxes, generate reliable income, manage market risk, and protect your financial future.
Retirement is one of the biggest financial decisions you’ll ever make—often even bigger than buying a home or a car. Many of the choices you make along the way can’t be undone.
Building a reliable retirement income plan requires specialized knowledge that goes beyond traditional financial planning. You need a retirement income specialist, not a general practitioner.
And retirement planning doesn’t mean you have to stop working. It means reaching the point where work becomes a choice, not a necessity—giving you the freedom to spend your time how you want. The right plan helps you get there sooner.
President
Wealth & Tax Advisor
Accredited Investment Fiduciary® (AIF)
Accredited Tax Advisor (ATA)
Kory advises high‑net‑worth retirees and pre‑retirees who seek tax efficiency and protection of the wealth they have built over decades. His practice is centered on a clear objective: help minimize portfolio risks and help minimize lifetime taxes paid.
Unlike traditional advisors who separate investment management from tax planning, He understands that for affluent retirees, true success is measured by net‑after‑tax income and portfolio resilience across market cycles. We help align investment decisions with proactive tax planning to help clients keep more of what they earn while managing volatility.
Kory specializes in retirement income planning, and long‑term wealth preservation. His insights have been featured by Star Tribune, NBC, ABC, CBS, and Fox.
VP of Enhanced Planning and Insurance Services
With more than eight years of experience working alongside three estate planning attorneys, Amber has supported the preparation and coordination of comprehensive estate plans for clients.
Through this work, Amber has developed extensive practical knowledge of estate planning documents and processes. She guides clients in organizing their affairs with professionalism, compassion, and meticulous attention to detail. While Amber brings experience to the estate planning process , she is not an attorney and does not provide legal advice. She works closely with licensed attorneys to help ensure clients receive an organized, efficient, and positive estate planning experience.
Since 2016, Amber has also been a licensed insurance professional with Asset Protection Advisors, Inc. dba New Generation Tax & Insurance Services. She manages/services fixed annuity, long-term care, and fixed life insurance accounts for clients who incorporate these products into their financial or estate plans.
Step One explains my role as a financial services professional and introduces The New Generation Retirement system.
Step Two encompasses detailed questions about your financial well-being. This begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.
Step Three considers specific recommendations to help you meet your desired goals.
Step Four uses the agreed-upon strategy to discuss recommendations and determine if creating new accounts or purchasing new financial products is necessary.
Step Five addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive in a new generation of retirement goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.